SRS Capital Advisors Overview

  • Year Founded
  • 2004

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 17

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

SRS Capital Advisors General Information

Description

Provider of wealth planning services intended for high net-worth families and individuals, businesses, and foundations. The company specializes in investment advisory services including asset management, customized and integrated portfolio construction, focus on tax-aware investing, integrated financial planning, insurance and tax planning, retirement planning, liability management and family office services, thereby enabling its clients with customized investment platforms and sophisticated financial planning designed to preserve and grow wealth.

Contact Information

Website
www.srscapitaladvisors.com
Formerly Known As
SimonDavis Asset Management
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 730 17th Street
  • Suite 107
  • Denver, CO 80202
  • United States
+1 (303)
Primary Industry
Asset Management
Parent Company
Arax Investment Partners
Corporate Office
  • 730 17th Street
  • Suite 107
  • Denver, CO 80202
  • United States
+1 (303)

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SRS Capital Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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SRS Capital Advisors Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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SRS Capital Advisors FAQs

  • When was SRS Capital Advisors founded?

    SRS Capital Advisors was founded in 2004.

  • Where is SRS Capital Advisors headquartered?

    SRS Capital Advisors is headquartered in Denver, CO.

  • What is the size of SRS Capital Advisors?

    SRS Capital Advisors has 17 total employees.

  • What industry is SRS Capital Advisors in?

    SRS Capital Advisors’s primary industry is Asset Management.

  • Is SRS Capital Advisors a private or public company?

    SRS Capital Advisors is a Private company.

  • What is SRS Capital Advisors’s current revenue?

    The current revenue for SRS Capital Advisors is .

  • When was SRS Capital Advisors acquired?

    SRS Capital Advisors was acquired on 11-Jun-2024.

  • Who acquired SRS Capital Advisors?

    SRS Capital Advisors was acquired by Arax Investment Partners.

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