# Lift Asset Management

> Lift Asset Management is a state-registered investment advisory firm in Englewood, CO, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 332481
- Filed as: LIFT ASSET MANAGEMENT
- Legal name: Rocky Mountain Lift Asset Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Englewood, CO
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332481
- AdvisorCensus page: https://advisorcensus.com/firm/lift-asset-management-englewood-co-332481

## Quick answers

**How is Lift Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Lift Asset Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lift Asset Management located?**
Lift Asset Management's principal office is in Englewood, CO, according to its Form ADV.

**Is Lift Asset Management registered with the SEC or a state?**
Lift Asset Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 332481.

**How much does Lift Asset Management manage?**
Lift Asset Management reports $35,376,651 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**How have Lift Asset Management's assets and staff changed since 2024?**
In the Form ADV data for Lift Asset Management: Regulatory assets under management: $0 in the October 2024 data and $35,376,651 in the October 2026 data. Total employees: 1 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lift Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (9).

**Does Lift Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332481

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $35,376,651
- Discretionary: $35,376,651
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $6,376,651 |
| High net worth individuals | 9 | $29,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [liftassetmanagent.com](https://liftassetmanagent.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 1 | September 12, 2024 |
| October 2026 | $35,376,651 | 2 | September 3, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $35,376,651 in the October 2026 data.
Total employees: 1 in October 2024 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lift Asset Management (CRD 332481): Form ADV filing data as of October 2026.