Coleman River Capital LLC

RIAState Registered
Total AUM
$30.8M
Discretionary
$30.8M
100% of AUM
Avg account
$856K
Accounts
36
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
  • HNWI68.47%
  • Pooled Investment Vehicles29.87%
  • Individuals1.66%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Coleman River Capital LLC is a Texas-registered limited liability company that operates as a hedge fund-style advisory business. Owned by an individual, the firm provides portfolio management for both individuals and small businesses as well as for pooled investment vehicles. Its client mix includes private clients and institutional investors. Compensation is tied to a percentage-of-assets model combined with performance-based fees, and the firm does not present itself as an ESG-focused manager. Coleman River is a state-registered adviser operating out of Texas rather than a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Owners & executives

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Contacts

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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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth