Corundum Group, Inc.
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 106490
· SEC file 801-42281
· Colorado Springs, CO
· www.linkedin.com
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ADV data as of Jul 15, 2026
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 157
- Avg AUM / client
- $10.8M
- Accounts
- 495
- Employees
- 12
AUM over time
$552M
$1.7B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 48 | $14.6M | 0.86% |
| High net worth individuals | 76 | $563M | 33.2% |
| Pooled investment vehicles (non-investment companies) | 18 | $1.0B | 59.0% |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Charitable organizations | 10 | $85.0M | 5.02% |
| Corporations and other businesses | 5 | $31.5M | 1.86% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $758M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Corundum Managed Equity Fund Qp, Llc | Other Private Fund | Delaware | $417M | 90 |
| Corundum Income Fund Qp, Llc | Other Private Fund | Delaware | $69.0M | 95 |
| Corundum Alternative Income Fund, Llc | Private Equity Fund | Delaware | $57.0M | 70 |
| Corundum Managed Equity Fund Ai, Llc | Other Private Fund | Delaware | $48.1M | 50 |
| Corundum Private Debt Fund, Llc | Other Private Fund | Delaware | $43.3M | 69 |
| Corundum Diversified Apartment Fund Iv Qp, Llc | Real Estate Fund | Delaware | $21.3M | 58 |
| Corundum Short Term Income Fund, Llc | Liquidity Fund | Delaware | $20.8M | 42 |
| Pikeview Opportunity Fund, Llc | Real Estate Fund | Delaware | $18.8M | 29 |
| Corundum Diversified Apartment Fund Qp, Llc | Real Estate Fund | Delaware | $15.8M | 32 |
| Corundum Diversified Apartment Fund Ai, Llc | Real Estate Fund | Delaware | $10.8M | 39 |
| Spring Creek Funding, Llc | Real Estate Fund | Delaware | $10.2M | 83 |
| Corundum Note Participation Fund, Llc | Other Private Fund | Delaware | $8.2M | 86 |
| Corundum Diversified Apartment Fund V, Llc | Real Estate Fund | Delaware | $6.3M | 65 |
| Corundum Diversified Apartment Fund Vi, Llc | Real Estate Fund | Delaware | $6.0M | 70 |
| Corundum Diversified Apartment Fund Iv Ai, Llc | Real Estate Fund | Delaware | $5.2M | 21 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ronald Steven Johnson | Founder | Apr 2006 (20y) | ≈ 18.75% – 50% via Corundum Holdings, Inc. | |
| Justin Andre Leveille | Vice President Of Operations | May 2017 (9y) | Less than 5% | |
| Melissa Marie Starr | Chief Compliance Officer & Chief Operations Officer | Apr 2022 (4y) | Less than 5% | |
| Jill Marjorie Johnson | President | Jul 2023 (3y) | Less than 5% | |
| Courtney Heffernan Mimmo | Registered representative | Aug 2022 (4y) | ||
| Braiden Thomas Miller | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Corundum Holdings, Inc. | Shareholder | Apr 2006 | A | 75% or more |
| Schneider, Steven | Chairman | Jul 2023 | A | Less than 5% |
| Coutts, Timothy, E | Director | Oct 2010 | A | Less than 5% |
| Foss, John, Robert | Executive Vice President | Jul 2023 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ronald Steven Johnson: 25% – 50% of Corundum Holdings, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (15, $758M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Corundum Managed Equity Fund Qp, Llc | Other Private Fund | $417M | $10.0K | 90 |
| Corundum Income Fund Qp, Llc | Other Private Fund | $69.0M | $10.0K | 95 |
| Corundum Alternative Income Fund, Llc | Private Equity Fund | $57.0M | $100K | 70 |
| Corundum Managed Equity Fund Ai, Llc | Other Private Fund | $48.1M | $10.0K | 50 |
| Corundum Private Debt Fund, Llc | Other Private Fund | $43.3M | $35.0K | 69 |
| Corundum Diversified Apartment Fund Iv Qp, Llc | Real Estate Fund | $21.3M | $25.0K | 58 |
| Corundum Short Term Income Fund, Llc | Liquidity Fund | $20.8M | $50.0K | 42 |
| Pikeview Opportunity Fund, Llc | Real Estate Fund | $18.8M | $5.0K | 29 |
| Corundum Diversified Apartment Fund Qp, Llc | Real Estate Fund | $15.8M | $25.0K | 32 |
| Corundum Diversified Apartment Fund Ai, Llc | Real Estate Fund | $10.8M | $25.0K | 39 |
| Spring Creek Funding, Llc | Real Estate Fund | $10.2M | $25.0K | 83 |
| Corundum Note Participation Fund, Llc | Other Private Fund | $8.2M | $25.0K | 86 |
| Corundum Diversified Apartment Fund V, Llc | Real Estate Fund | $6.3M | $25.0K | 65 |
| Corundum Diversified Apartment Fund Vi, Llc | Real Estate Fund | $6.0M | $25.0K | 70 |
| Corundum Diversified Apartment Fund Iv Ai, Llc | Real Estate Fund | $5.2M | $25.0K | 21 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 3.61 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- RBC $434M (26% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗