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| Keyboard |
| Colchester Investment Counsel LLC
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|---|---|
| CRD # | 126805 |
| SEC # | 801-124703 |
| CIK # | |
| AUM | 128.9 M (2026-03-17) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-438-0046 |
| Address | 440 Main Street Ridgefield, CT 06877 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 6.9 |
| (b) Individuals (high net worth individuals) | 38 | 122.0 |
| (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 | 151 | 128.9 |
| By Discretionary | ||
| Discretionary | 147 | 127.5 |
| Non-Discretionary | 4 | 1.3 |
| Total | 151 | 128.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.9 | |
| Total | 151 | 128.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
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✚
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OH | 129.1 M |
|
Capital View Wealth Management LLC
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|
128.8 M | |
|
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PA | 128.8 M |
|
Lord and Richards Wealth Management LLC
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|
Pasnau Investment Management Inc
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128.8 M | |
|
Hudson Heritage Capital Management Inc
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NY | 128.7 M |
|
Banta Asset Management LP
✚
|
CA | 128.7 M |
|
Berkeley Capital Management LLC
✚
|
KS | 128.5 M |
|
Broadhurst Financial Advisors Inc
✚
|
TX | 128.4 M |
|
Indfin LLC
✚
|
128.4 M |