Columbia Cent Clo Advisers, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 310864
- Registered since
- October 14, 2020
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Columbia Cent Clo Advisers, LLC is an SEC-registered LLC that operates as a manager of securitized asset strategies. The firm is classified as a securitized asset fund and administers portfolio management for pooled investment vehicles and for institutional or business clients. Its client mix is institutional, and its fee model combines a percentage-of-AUM component with performance-based fees. The firm does not position itself as an active ESG investor and is identified as a related adviser to other entities. Regulatory registration dates back to 2020. In addition to advisory activity, Columbia Cent Clo Advisers has affiliations across the financial services ecosystem—ranging from broker-dealer relationships and trust or banking links to roles as a sponsor or managing member of pooled vehicles—indicating an operational footprint that extends beyond pure advisory functions.
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
Owners & executives
3 of 3
William Truscott
Chief Executive OfficerCRD 2416857

Lee Faria
Chief Compliance Officer & Vice PresidentCRD 5776595

Brian Engelking
Vice President and Chief Financial OfficerCRD 4219446
Contacts
3 of 4
Gene Tannuzzo
Senior Portfolio ManagerCRD 4697554
Michael Clarke
Investor ServicesCRD 4053214

Michael Defao
Vice PresidentCRD 2687755
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 290 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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