|
⚲
|
| Colbert Investment Management Co
✚
|
|
|---|---|
| CRD # | 108642 |
| SEC # | 801-54716 |
| CIK # | |
| AUM | $224.1 MM (2023-03-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 305-400-9982 |
| Address | 1001 Brickell Bay Drive Miami, FL 33131-4939 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Tortuga Capital LP | [2012-04-02] | 7.1 | 6.4 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 159 | 45.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 178.7 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 160 | 224.1 |
| By Discretionary | ||
| Discretionary | 160 | 224.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 160 | 224.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.1 | |
| Total | 160 | 224.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Karim Armand | 4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Southwind Associates of NJ Inc
✚
|
NY | 0.2 |
|
Park Miller LLC
✚
|
CA | 0.2 |
|
WP Stewart Asset Management Ltd
✚
|
TN | 0.2 |
|
Private Wealth Group LLC
✚
|
FL | 0.2 |
|
Caravela Energy Partners LP
✚
|
CT | 0.2 |
|
Heritage Wealth Management Inc
✚
|
CA | 0.2 |
|
Schultze Asset Management LP
✚
|
NY | 0.2 |
|
Lloyd Harbor Capital Management LLC
✚
|
NY | 0.2 |
|
Unimar Financial Services LLC
✚
|
FL | 0.2 |
|
Logica Capital Advisers LLC
✚
|
CA | 0.2 |