Season Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$114,377,062
Clients
75
Advisors
3
of 3 employees
About
Season Investments, LLC provides discretionary portfolio management, financial planning, and investment and wealth consulting to individuals (including high-net-worth clients), trusts, institutions and other entities. The firm also acts as adviser and sponsor to a private pooled vehicle, the Season Investments Alternative Credit & Equity Fund, LP, and offers investment advice spanning traditional and alternative assets.
The firm combines long-term target allocations with active risk management and uses a mix of strategies such as trend-following, manager/alpha allocations and alternative investments; it may engage sub‑advisers to manage portions of client accounts. Season charges customary percentage-of-assets advisory fees for managed accounts, and from time to time employs performance‑based compensation or allocations tied to specific investments (including arrangements related to its Fund); it also discloses performance results in certain materials.
Noteworthy for a firm of its size, Season sponsors and manages a private fund and provides portfolio management for pooled vehicles, and its strategies and fund documents describe use of derivatives, hedging and leverage in pursuing risk‑adjusted returns. The firm’s brochure discloses a past regulatory examination and consent order arising from third‑party fraud in a third‑party real estate lending program; the firm reports it completed remediation and repaid affected clients, and an industry peer review found no breach of professional standards.
Client services
Expertise
Fee options
Fixed quarterly fee for consulting services, subject to negotiation
$0 - $250,000: 1.50% $250,001 - $2,500,000: 1.00% $2,500,001 - $25,000,000: 0.50% $25,000,001+: Negotiable
Hourly fee for consulting services, subject to negotiation
10% performance allocation on net profits for the Fund; charged to qualified clients only
Minimum fee: Minimum quarterly fee of $2,500
Main office
102 S Tejon St, #750
Colorado Springs CO 80903
Advisors at this office
3
Most active in
California · Colorado · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David H
CFA®
Colorado Springs, CO
Season Investments, LLC
David Houle is a CFA® charterholder with 15 years of experience in financial advising, currently serving at Season Investments, LLC since 2011. He is based in Colorado Springs, CO. Outside of his advisory role, he is a managing member of White Space Companies, LLC, a wine industry business. Season Investments serves individual and institutional clients, including high-net-worth households, trusts, pension plans, and pooled investment vehicles, offering discretionary portfolio management, financial planning, and investment consulting. The firm integrates long-term target allocations with active risk management and a multi-disciplinary analytical approach across public and alternative investments.
Logan H
Series 66, Series 65
Colorado Springs, CO
Season Investments, LLC
Logan Haag is a financial advisor with Season Investments, LLC in Colorado Springs, holding Series 65 and Series 66 licenses and six years of industry experience. He has been with Season Investments since 2019 and previously worked at Krueger Brothers Construction. Haag also operates as an independent life insurance agent, facilitating the application and execution of life insurance policies. Season Investments, LLC provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, institutions, and other entities. The firm offers a mix of strategies including trend-following, manager allocations, and alternative investments, and sponsors a private pooled fund, the Season Investments Alternative Credit & Equity Fund, LP.
Elliott O
CFA®, Series 66
Colorado Springs, CO
Season Investments, LLC
Elliott Orsillo is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Season Investments, LLC since 2011. He holds a Series 66 license and is based in Colorado Springs, CO. Outside of his advisory role, he manages Homeschool Solutions, LLC, a homeschool software business. Season Investments provides discretionary portfolio management, financial planning, and investment consulting to individual and institutional clients, including high-net-worth households, trusts, and pension plans. The firm integrates a multi-disciplinary analytical approach with active risk management and sponsors private alternative credit and equity funds alongside managing pooled investment vehicles.
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