Coleman River Capital LLC

RIASEC Registered
Total AUM
$8.9M
Discretionary
$8.9M
100% of AUM
Avg account
$295K
Accounts
30
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
128421
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI81.34%
  • Pooled Investment Vehicles13.06%
  • Individuals5.59%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Coleman River Capital LLC is organized as a limited liability company that operates as a hedge-fund-style adviser. The firm provides discretionary portfolio management for individuals and small businesses and also serves pooled investment vehicles. Its client mix includes both individual/family clients and institutional investors. Compensation is based on a percentage of assets under management and includes performance-based fees consistent with hedge fund economics. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • James Browne

    ManagerCRD 1189996

Wealth teams

FINTRX

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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth