Koller Capital LLC

RIASEC Registered
Total AUM
$20.1M
Discretionary
$20.1M
100% of AUM
Avg account
$10.1M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
313498
Custodians
MAREX CAPITAL MARKETS INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles95.06%
  • HNWI4.94%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Koller Capital LLC is a single-owner limited liability company organized and operating as a hedge-fund style investment adviser that serves institutional clients and pooled vehicles. The firm provides portfolio management both for individuals/small businesses and for pooled investment vehicles, and it acts as sponsor/GP or managing member for pooled products. Its compensation includes a percentage-of-assets fee and performance-based fees, consistent with a manager that runs a private fund alongside separately managed account activity. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Ross Koller

    Ross Koller

    Founder and CIOCRD 6590246

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth