Coller Capital Inc

RIASEC RegisteredEst. 2014
Total AUM
$12B
Discretionary
$0
0% of AUM
Avg account
$362M
Accounts
33
Employees
67
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
158102
Registered since
September 19, 2014
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%

Firm profile

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Overview

Coller Capital Inc is registered as an institutional registered investment adviser and structured as a corporation. The firm registered with the SEC in 2014 and reports an institutional client base. Ownership is listed as a mix of a foreign entity and an individual. Fee arrangements are not a standard retainer/asset-fee or performance-only model — the data categorizes the fee structure as "Other." Coller Capital Inc is not classified as a capital allocator and does not identify as an active ESG investor, a pension consultant, or a multi-state adviser. Regulatory and organizational disclosures indicate the firm also functions in sponsor and general partner roles: it is affiliated as an investment adviser and sponsor, and as a GP/managing member of pooled investment vehicles. That combination suggests the firm participates in structuring or managing pooled private investment vehicles in addition to providing advisory services to institutional clients.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

Contacts

3 of 4
  • Helen Lamb

    Financial Advisor and Registered RepresentativeCRD 6364166

  • Alex Wahllof-malinconico

    Alex Wahllof-malinconico

    Managing DirectorCRD 5942318

  • Theodore Beale

    DirectorCRD 8123253

Unlock 1 more contacts

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

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
950 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth