COLBECK CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2016
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$95.1M
Accounts
18
Employees
20
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
282406
Registered since
January 19, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles91.24%
  • Insurance Companies8.76%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Colbeck Capital Management, LLC is a privately organized investment manager that focuses on pooled investment vehicles and private fund management. The firm is SEC-registered (since 2016) and structured as an LLC. Its client base is institutional, and it serves in sponsor/GP and managing-member roles for the vehicles it advises. Fee arrangements combine a percentage-of-assets model with performance-based/incentive fees. Colbeck identifies as an active ESG investor and lists portfolio management for pooled vehicles as a primary advisory activity.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • PATRICK CRONIN

    Chief Financial OfficerCRD 5282542

  • MORRIS BEYDA

    Partner, Chief Operating OfficerCRD 6391342

Contacts

2 of 2
  • JASON COLODNE

    Co-Founder and Managing PartnerCRD 2787916

  • JASON BECKMAN

    Co-Founder and Managing PartnerCRD 3102557

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
888 7th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth