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Jonathan Windsor Bathgate

NZS CAPITAL LLC·DENVER, Colorado
Unclaimed Profile
1756 PLATTE STREET, DENVER, CO 80202CRD# 5439903Firm CRD# 305093
01

About

Jonathan Windsor Bathgate is a registered financial advisor based in DENVER, Colorado, affiliated with NZS CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
NZS CAPITAL LLC
NZS CAPITAL LLC
AUM
$2.3B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at NZS CAPITAL LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5439903
Firm CRD# 305093
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Windsor Bathgate offer?
Jonathan Windsor Bathgate specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Jonathan Windsor Bathgate's credentials?
Jonathan Windsor Bathgate is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Windsor Bathgate located?
Jonathan Windsor Bathgate is based in DENVER, Colorado, working with NZS CAPITAL LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Jonathan Windsor Bathgate charge for services?
Jonathan Windsor Bathgate'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 NZS CAPITAL LLC?
NZS CAPITAL LLC has approximately 9 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
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Research
Advisor Fees in ColoradoNational Fee Analysis
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