RONDURE GLOBAL ADVISORS, LLC


Our Firm: Rondure Global Advisors, LLC (“Rondure”) was founded on October 31, 2016 by Laura Geritz and Grandeur Peak Global Advisors, LLC (“Grandeur Peak”). Rondure is headquartered in Salt Lake City, Utah. It is a privately held limited liability company, with Ms. Geritz owning 51% of the firms’ equity and Grandeur Peak owning the remaining 49%. Rondure is registered as an investment adviser with the SEC. Our Advisory Services: Rondure provides discretionary investment management services to the Rondure Funds, a family of no-load mutual funds that are part of the Financial Investors Trust (“FIT”), a series trust. There are currently two funds in the Rondure mutual fund family (together the “Rondure Funds” or “Funds”):  Rondure Overseas Fund  Rondure New World Fund Each fund is more fully described in the Rondure Funds Prospectus available online at www.rondureglobal.com or www.sec.gov.

Rondure also offers investment management services in strategies similar to the Overseas and New World Funds to accredited investors through separately managed accounts (together the “Rondure SMAs” or “SMAs”).

The Rondure Funds and the Rondure SMAs are together referred to as the “Portfolios.” Item #8 provides more information about our investment approach.

Rondure does not provide financial planning services, nor does Rondure advise clients in the selection of other investments not managed by Rondure. Rondure outsources most administrative services (back office, administrative, trading, compliance, and IT) to Grandeur Peak via a Services Agreement.

Tailoring Our Services: Rondure does not tailor its services to the individual needs of shareholders in the Rondure Funds. All shareholders in the Rondure Funds are shareholders in a common mutual fund and as such cannot impose restrictions on investing in certain securities. The Rondure SMAs are managed in a similar style to their respective Rondure Fund, although meaningful variations may exist. The principal variations result from specific guidelines and restrictions placed on separate account portfolios by clients. Restrictions on the management of the account must be mutually agreed upon by Rondure and the client. Clients who place restrictions, including restrictions as to types of securities, concentrations, countries, cash balances, brokers to be used or not used, etc. should recognize that the performance of their account(s) may not be consistent with the performance of other accounts managed in the same or similar strategy. Assets Under Management: As of December 31, 2018 Rondure had $277 million in assets under management. All of these assets were discretionary assets. Services Rondure Does Not Typically Provide: While Rondure monitors holdings of its clients on an aggregate basis, and makes regulatory filings as required based on the aggregate holdings, Rondure does not monitor or advise its clients on reporting requirements they may have. Rondure does not proactively seek information regarding class action law suits against securities held in the Portfolios, nor does Rondure file class action claims for clients. If Rondure receives class action information, we will make a good faith effort to share such information with the appropriate client custodians. please register to get more info

Open Brochure from SEC website
Assets
Pooled Investment Vehicles
Discretionary $370,660,383
Non-Discretionary $
Registered Web Sites

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