Coliseum Capital Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$454M
Accounts
5
Employees
15
Advisory reps
4

Firm details

Headquarters
Norwalk, Connecticut
CRD number
158120
Registered since
March 27, 2012
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles84.09%
  • Corporations / Businesses15.91%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Coliseum Capital Management, LLC is an SEC-registered investment manager (since 2012) organized as an LLC that focuses on institutional clients. The firm operates as a hybrid manager: it runs pooled investment vehicles and acts in sponsor/GP and managing-member roles for funds, while also performing commodity pool/operator or CTA-type activities. Its compensation structure combines asset-based fees with performance/ incentive fees. Coliseum describes itself across hedge fund, private equity and multi-strategy fund manager classifications and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Other 12%, Cash & Cash Equivalents 10%, Non-Exchange Traded Equities 2%, Derivatives 1%75%
  • Exchange Traded Equities75%
  • Other12%
  • Cash & Cash Equivalents10%
  • Non-Exchange Traded Equities2%
  • Derivatives1%

Owners & executives

2 of 2
  • Adam Cina

    Adam Cina

    Chief Financial OfficerCRD 6047138

  • Chivonne Cassar

    Chivonne Cassar

    General Counsel & Chief Compliance OfficerCRD 6525374

Contacts

2 of 2
  • Christopher Shackelton

    ManagerCRD 4208725

  • Adam Gray

    Adam Gray

    Managing PartnerCRD 1729143

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Norwalk, CT

Fairfield

Location

Norwalk, CT

Headquartered in Norwalk, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
105 Rowayton Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth