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Amar Douglas Rao

CHAUTAUQUA CAPITAL MANAGEMENT LLC·BOULDER, Colorado
Unclaimed Profile
921 WALNUT STREET, BOULDER, CO 80302CRD# 2500648Firm CRD# 151238
01

About

Amar Douglas Rao is a registered financial advisor based in BOULDER, Colorado, affiliated with CHAUTAUQUA CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CHAUTAUQUA CAPITAL MANAGEMENT LLC
CHAUTAUQUA CAPITAL MANAGEMENT LLC
AUM
$867M
Regulatory assets under management
Employees
9
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2500648
Firm CRD# 151238
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amar Douglas Rao offer?
Amar Douglas Rao specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.
What are Amar Douglas Rao's credentials?
Amar Douglas Rao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amar Douglas Rao located?
Amar Douglas Rao is based in BOULDER, Colorado, working with CHAUTAUQUA CAPITAL MANAGEMENT LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.
How does Amar Douglas Rao charge for services?
Amar Douglas Rao's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHAUTAUQUA CAPITAL MANAGEMENT LLC?
CHAUTAUQUA CAPITAL MANAGEMENT LLC has approximately 9 employees and manages $867M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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