Coller Investment Management Ltd

RIASEC Registered
Total AUM
$36.7B
Discretionary
$36.7B
100% of AUM
Avg account
$1.1B
Accounts
33
Employees
10
Advisory reps
9

Firm details

Headquarters
St Peter Port,
CRD number
111035
Registered since
March 1, 1999
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Coller Investment Management Ltd is organized as a corporation and operates as a private equity fund manager focused on institutional clients. The firm has been SEC-registered since 1999 and is owned by a mix of foreign entities and individuals. Its advisory activity centers on portfolio management for pooled investment vehicles, and it also functions as a sponsor/GP and managing member of such vehicles. Compensation is built around a percentage-of-AUM fee schedule combined with performance-based fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jeremy Hollier

    Chief Investment Officer and Managing PartnerCRD 7777367

Contacts

3 of 8
  • Jeremy Coller

    Jeremy Coller

    Financial Advisor and Registered RepresentativeCRD 4357796

  • Roger Le Tissier

    Roger Le Tissier

    Financial Advisor and Registered RepresentativeCRD 4413098

  • Cyril Mahon

    Registered RepresentativeCRD 4413570

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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

St Peter Port, null

Location

St Peter Port, null

Headquartered in St Peter Port, null.

Address
Trafalgar Ct
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth