Coller Eqt
Firm details
- Headquarters
- New York, New York
- CRD number
- 328015
- Registered since
- September 19, 2023
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Coller Eqt is a limited liability company operating as an institutional registered investment adviser that began SEC registration in 2023. The firm targets institutional clients and provides portfolio management for investment companies, charging fees as a percentage of assets under management. FINTRX flags the firm as not being an active ESG investor and not a multi-state adviser. It is organized with domestic ownership structure and is not classified as a capital allocator, pension consultant, or related adviser. The firm maintains a set of industry roles beyond advisory work: affiliations include broker-dealer activity, functioning as another investment adviser, and acting as sponsor, general partner, or managing member of pooled investment vehicles. Those roles indicate the firm both sponsors and operates investment vehicles in addition to managing mandates for institutional clients.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Frank Ochsenfeld
PartnerCRD 4801877

Richard Elmhirst
PartnerCRD 4333190

Alex Wahllof-malinconico
Managing DirectorCRD 5942318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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