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| Happy Holidays!! thanks for using AUM13F!! |
| Colchester Investment Counsel LLC
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| CRD # | 126805 |
| SEC # | 801-124703 |
| CIK # | |
| AUM | $115.5 M (2025-03-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 203-438-0046 |
| Address | 440 Main Street Ridgefield, CT 06877 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 6.2 |
| (b) Individuals (high net worth individuals) | 37 | 109.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 139 | 115.5 |
| By Discretionary | ||
| Discretionary | 135 | 114.1 |
| Non-Discretionary | 4 | 1.3 |
| Total | 139 | 115.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.5 | |
| Total | 139 | 115.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Financial Advisors LLC
✚
|
0.1 | |
|
Cooke Wealth Management LLC
✚
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CA | 0.1 |
|
McMahan Capital Management LLC
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IN | 0.1 |
|
Johnson & Shute Investment Advisors Inc
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WA | 0.1 |
|
Alessandra Capital Management LLC
✚
|
CA | 0.1 |
|
V M Manning & Co Inc
✚
|
SC | 0.1 |
|
Rittmann Capital Management Co
✚
|
CA | 0.1 |
|
Broussard Financial Group LLC
✚
|
LA | 0.1 |
|
J Mark Nickell & Co
✚
|
TN | 0.1 |
|
Financial Network Specialists LLC
✚
|
0.1 |