|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Colbert Investment Management Co
✚
|
|
|---|---|
| CRD # | 108642 |
| SEC # | 801-54716 |
| CIK # | |
| AUM | $191.5 M (2025-03-17) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 305-400-9982 |
| Address | 1001 Brickell Bay Drive Miami, FL 33131-4939 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Tortuga Capital LP | [2012-04-02] | 7.1 | 6.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 142 | 52.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 139.3 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 143 | 191.5 |
| By Discretionary | ||
| Discretionary | 143 | 191.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 143 | 191.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 182.0 | |
| United States Persons | 9.6 | |
| Total | 143 | 191.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Karim Armand | 4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Syntax Research Inc
✚
|
FL | 0.2 |
|
Schultz Financial Group Incorporated
✚
|
NV | 0.2 |
|
Alethea Capital Management LLC
✚
|
0.2 | |
|
Global Value Investment Corporation
✚
|
WI | 0.2 |
|
Fort Street Asset Management LLC
✚
|
HI | 0.2 |
|
Cloud Capital Management LLC
✚
|
WA | 0.2 |
|
Meixler Investment Management Ltd
✚
|
AZ | 0.2 |
|
Columbia River Advisors LLC
✚
|
WA | 0.2 |
|
Rockbridge Capital Management LLC
✚
|
VA | 0.2 |
|
Demeter Tactical Investments Corp
✚
|
WY | 0.2 |