COLLE CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
301073
Registered since
March 29, 2019

Firm profile

FINTRX

Overview

Colle Capital operates as a limited liability company and has been registered with the SEC since 2019. The firm primarily focuses on advising private funds, with a notable emphasis on venture capital. While it does not classify itself under any specific category, it engages in activities related to managing pooled investment vehicles. Colle Capital does not actively participate in ESG investing and does not serve as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • WILLIAM GRACE

    OwnerCRD 1383301

  • VICTORIA KATSOV

    Founding PartnerCRD 4315420

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
55 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth