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REDEFINE VENTURES LLC

BOULDER, CO · CRD 323691 · IAPD ↗ · redefineventures.com · 310-877-9808

$1.28BRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
33Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — REDEFINE VENTURES LLC crossed $1B in regulatory AUM ($469.4M -> $1.28B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
83
August 2025 — REDEFINE VENTURES LLC (BOULDER, CO) is newly SEC-registered with $469.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.