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 a SEC-registered investment adviser (registered in 2020) that serves institutional clients and focuses on managing pooled securitized vehicles. The firm is organized as a limited liability company and operates with both percentage-of-AUM and performance-based fee arrangements. Its advisory mandate centers on portfolio management for pooled investment vehicles and for business or institutional clients. The adviser is not an active ESG investor and is not registered as a multi-state adviser; it also has related-adviser relationships and a range of industry affiliations that extend into sponsor and servicing roles.
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 3LEE FARIA
Chief Compliance Officer & Vice PresidentCRD 5776595
WILLIAM TRUSCOTT
Chief Executive OfficerCRD 2416857
BRIAN ENGELKING
Vice President and Chief Financial OfficerCRD 4219446
Contacts
3 of 5Stanton Ray
Senior Portfolio ManagerCRD 7533088
MATT WALDNER
Global Head of TradingCRD 2915883
MICHAEL CLARKE
Investor ServicesCRD 4053214
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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