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Denise Ellen Pearman

ALIDADE CAPITAL
Denver, CO
·CRD# 4346262·25 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

25 years in the financial services industry

Current & Past Employments

ALIDADE CAPITAL, LLC·CRD# 165341
RIA
Denver, CO
August 8, 2025 - Present
QUASAR DISTRIBUTORS, LLC·CRD# 103848
BD
St. Louis, MO
February 18, 2020 - June 25, 2025
ARGENT CAPITAL MANAGEMENT LLC·CRD# 107930
RIA
Denver, CO
November 15, 2018 - June 24, 2025
VICTORY CAPITAL SERVICES, INC.·CRD# 37059
BD
Greenwood Village, CO
January 7, 2015 - February 5, 2018
FUNDS DISTRIBUTOR, LLC·CRD# 7174
BD
Greenwood Village, CO
January 24, 2012 - October 31, 2014
HENDERSON GLOBAL INVESTORS EQUITY PLANNING, INC.·CRD# 101640
BD
Chicago, IL
September 13, 2010 - November 18, 2011
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.·CRD# 840
BD
Minneapolis, MN
January 2, 2009 - July 12, 2010
RIVERSOURCE DISTRIBUTORS, INC.·CRD# 139135
BD
Minneapolis, MN
January 2, 2008 - January 2, 2009
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
December 14, 2005 - December 31, 2007
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.·CRD# 40644
BD
Jenkintown, PA
March 15, 2002 - December 31, 2005
FORESIDE FUNDS DISTRIBUTORS LLC·CRD# 31334
BD
Portland, ME
July 5, 2001 - January 8, 2002

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Current Firm

AC
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 - SEC (10/9/2013 Approved)

Contact Information

Main Address

40900 Woodward Avenue Suite 250, Bloomfield Hills, MI 48304

Phone Number

(248) 593-7878

# of Employees

22

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Latest Form ADV

Part 2 Brochures

ALIDADE CAPITAL FIRM BROCHURE (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

2

AUM (Assets Under Management)

$564,944,796

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
AC
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 - SEC (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2021About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2001About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2023About the Series 6TO exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2006About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2001About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

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

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