Denise E. Pearman

ALIDADE CAPITAL

Denver, CO

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CRD#: 4346262

Professional summary

Denise Ellen Pearman is a registered financial advisor currently at ALIDADE CAPITAL, LLC located in Denver, Colorado.

Denise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Denise has worked at 11 firms and has passed the Series 65, Series 63, Series 6TO, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Sunbeam Lane Properties, LLC; Denver, CO.; Not Investment Related, Started 02/10/2008; Rental properties; Manager; LLC to house rental properties. Created for estate planning purposes. 280 hours per month with 0 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denise Ellen Pearman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 8, 2025 - Present

ALIDADE CAPITAL, LLC

RIA

CRD#: 165341

Denver, CO

Past

February 18, 2020 - June 25, 2025

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

St. Louis, MO

Past

November 15, 2018 - June 24, 2025

ARGENT CAPITAL MANAGEMENT LLC

RIA

CRD#: 107930

DENVER, CO

Past

January 7, 2015 - February 5, 2018

VICTORY CAPITAL SERVICES, INC.

CRD#: 37059

Greenwood Village, CO

Past

January 24, 2012 - October 31, 2014

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

GREENWOOD VILLAGE, CO

Past

September 13, 2010 - November 18, 2011

HENDERSON GLOBAL INVESTORS EQUITY PLANNING, INC.

CRD#: 101640

CHICAGO, IL

Past

January 2, 2009 - July 12, 2010

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

MINNEAPOLIS, MN

Past

January 2, 2008 - January 2, 2009

RIVERSOURCE DISTRIBUTORS, INC.

CRD#: 139135

MINNEAPOLIS, MN

Past

December 14, 2005 - December 31, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

March 15, 2002 - December 31, 2005

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.

CRD#: 40644

JENKINTOWN, PA

Past

July 5, 2001 - January 8, 2002

FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334

PORTLAND, ME

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALIDADE CAPITAL, LLC

ALIDADE CAPITAL GP II, LLC (RELYING ADVISER) | ALIDADE CAPITAL, LLC | ALIDADE CAPITAL GP, LLC (RELYING ADVISER) | ALIDADE CAPITAL GP IV, LLC (RELYING ADVISER) | ALIDADE CAPITAL GP III, LLC (RELYING ADVISER)

CRD#: 165341 / SEC#: 801-78660

RIA

Registered Investment Advisory firm - (10/9/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(8/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/15/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/31/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/3/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/3/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALIDADE CAPITAL, LLC

CRD#: 165341 / SEC#: 801-78660

RIA

Registered Investment Advisory firm - (10/9/2013 Approved)

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Contact information

Main Address

40900 Woodward Avenue Suite 250, Bloomfield Hills, MI 48304

Mailing Address

Phone number

(248) 593-7878

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ALIDADE CAPITAL FIRM BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 551,293,272

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Denise E. Pearman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denise Ellen Pearman's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUASAR DISTRIBUTORS, LLC

ARGENT CAPITAL MANAGEMENT LLC

VICTORY CAPITAL SERVICES, INC.

FUNDS DISTRIBUTOR, LLC

HENDERSON GLOBAL INVESTORS EQUITY PLANNING, INC.

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

RIVERSOURCE DISTRIBUTORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.

FORESIDE FUNDS DISTRIBUTORS LLC

Primary Firm SEC Registration

ALIDADE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/15/2021

Series 63

Date: 5/31/2001

Series 6TO

Date: 1/2/2023

Series 7TO

Date: 1/2/2023

SIE

Date: 2/5/2018

Series 7

Date: 3/3/2006

Series 6

Date: 7/3/2001

Current Firm

ALIDADE CAPITAL, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALIDADE CAPITAL, LLC

TRUST BUT VERIFY

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