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Bigelow & Hart Capital Management LLC (Denver)


Bigelow & Hart Capital Management LLC is a pension cosultant based in Denver. It manages $1.2 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Colorado, Delaware, and New Jersey.

Bigelow & Hart Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bigelow & Hart Capital Management: assets under management

The assets under management (AUM) of Bigelow & Hart Capital Management LLC is $1.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $300 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bigelow & Hart Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Patrick Francis Hart Managing director 1 Jun 1997 75% - 100% 1749863
William Joseph Fleming Chief financial officer 1 Jun 2000 Other 4310574
Brian Richard Bigelow Vice president 1 Jul 2000 Other 2520242
William Joseph Fleming Vice president 1 Jul 2000 Other 4310574
Willis Rueben Opp Member 1 Jul 2000 Other 353104
Steven Douglas Jeffers Member 1 Jul 2000 Other 817719

Based in Denver

The principal office where Bigelow & Hart Capital Management LLC performs its advisory services is located at 700 17 Th St Suite 2400, Denver, CO 80202, which is also the mailing address of the firm. An additional office of the firm is in Montclair, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-292-5900 or by fax 303-454-8154. The normal business hours are 8 am - 5 pm on Monday - Friday.


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