COLLWICK FUNDS GP, LLC

RIASEC RegisteredEst. 2019
Total AUM
$440M
Discretionary
$440M
100% of AUM
Avg account
$440M
Accounts
1
Employees
4
Advisory reps
3

Firm details

Headquarters
Charlotte, North Carolina
CRD number
162923
Registered since
July 25, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Collwick Funds Gp, LLC is an SEC-registered hedge fund manager organized as a limited liability company and registered in 2019. The firm serves institutional clients and operates as a sponsor, general partner and managing member of pooled investment vehicles. Its stated business activities include acting as a CPO/CTA and providing portfolio management for pooled vehicles as well as selecting other advisers. Fees are charged as a percentage of assets under management and can include performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

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

Owners & executives

1 of 1
  • TIMOTHY MOCHAN

    Chief Compliance OfficerCRD 7775822

Contacts

2 of 2
  • HUGH MCCOLL

    PartnerCRD 1790707

  • JOHN WICKHAM

    Managing MemberCRD 2302315

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

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
101 S Tryon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth