The Coleridge Group LLC

Overview

The Coleridge Group LLC is an independent, individually owned registered investment adviser that serves primarily individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges clients on an hourly or fixed-fee basis rather than operating as a traditional AUM-fee-only shop. It does not describe itself as an active ESG investor and is not structured as a multi-state adviser; it also does not act as a capital allocator, instead placing client capital with external managers where alternatives are used.

Assets & Accounts

Public Holdings

Investments & Alternatives