Colrain Capital LLC

RIASEC RegisteredEst. 2001

Total AUM

$222M

Discretionary

$222M

100% of AUM

Avg account

$2.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 118098
Registered since: December 14, 2001
Website: www.colraincapital.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: HNWI62.28%
Individuals37.72%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Colrain Capital LLC is an independent registered investment adviser organized as an LLC and operating since 2001. The firm is owner-managed and focuses on fee-based portfolio management for individuals, families and small businesses, as well as for business or institutional clients. Its advisory work is billed as a percentage of assets under management and it does not present itself as a capital allocator or an active ESG investor. Services center on discretionary portfolio management rather than multi-state or pension consulting roles. The firm's stated preference is equities, and its model appears built around managing concentrated public equity exposures alongside selective allocations to third-party alternative strategies.