Colbert Investment Management Co
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 108642
- Registered since
- July 21, 1997
- Website
- www.colbertinvestment.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Sovereign Wealth Funds79.93%
- HNWI20.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Colbert Investment Management Co. is a privately owned corporate advisory firm that manages portfolios for both individuals/families and institutional clients. The firm charges a percentage-of-AUM fee and focuses on discretionary portfolio management for individuals, small businesses, and institutions. Colbert Investment Management Co. is SEC-registered, having registered in 1997. It does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Investment Grade Corp Bonds24%
- State & Local Bonds14%
- US Government Bonds12%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1001 Brickell Bay Dr
- Time zone
- ET (UTC-5)
- Office locations
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