Colegerber

Overview

Colegerber is a small corporate investment adviser that is registered with the SEC (registered in 2026). The firm serves institutional clients and charges fees as a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies, and it reports no active ESG investing program. Ownership is by an individual and the adviser is not identified as a related adviser, pension consultant, or multi-state adviser. Colegerber is not described as a capital allocator, and it is not listed as a newly formed adviser. The combination of its corporate structure, SEC registration, and institutional client focus suggests the firm operates in a fund-management capacity rather than as a retail wealth manager.

Assets & Accounts

Investments & Alternatives