Colemma Asset Management LLC

Overview

Colemma Asset Management LLC is a small, owner-operated investment advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and directs client portfolios toward liquid, equity-centered exposures while supplementing those core holdings with mutual funds and external real estate allocations. Colemma is not positioned as an ESG-focused manager and appears to operate from a single office, keeping its service model compact and relationship-driven. Investment activity is dominated by exchange-traded equities, with portfolio construction likely emphasizing traded equities and ETFs for core equity exposure, with mutual funds filling out intermediate risk/return needs. For alternative exposure the firm relies on third-party real estate managers rather than building out a broad alternatives platform in-house. Because all reported assets are managed on a discretionary basis, the firm implements investment decisions without requiring pre-approval from each client.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices