Coller Private Market Secondaries Advisors, LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$924M
Accounts
2
Employees
25
Advisory reps
6

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

FINTRX

Overview

Coller Private Market Secondaries Advisors, LLC is a limited liability company organized as an institutional registered investment adviser. It serves institutional clients and charges fees as a percentage of assets under management. The firm’s advisory work includes portfolio management for investment companies, and its listed industry affiliations indicate roles beyond pure advisory work — including acting as an investment adviser and sponsor and serving as a general partner or managing member of pooled investment vehicles. The firm is not identified as an active ESG investor, and it is not flagged as a multi-state or related adviser. SEC registration was completed in 2023. Ownership is recorded as a mix of a domestic entity and an individual, and the adviser is classified as an institutional RIA rather than 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

3 of 6
  • Helen Lamb

    Financial Advisor and Registered RepresentativeCRD 6364166

  • Joshua Schnurman

    Registered RepresentativeCRD 6768108

  • Frank Ochsenfeld

    Frank Ochsenfeld

    PartnerCRD 4801877

Unlock 3 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth