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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Collega Capital Management SRL
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|---|---|
| CRD # | 158829 |
| SEC # | 801-76723 |
| CIK # | |
| AUM | $88.2 M (2025-04-14) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 809-638-4047 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 4.5 |
| (b) Individuals (high net worth individuals) | 6 | 81.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 26 | 88.2 |
| By Discretionary | ||
| Discretionary | 5 | 6.1 |
| Non-Discretionary | 21 | 82.1 |
| Total | 26 | 88.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 85.7 | |
| United States Persons | 2.5 | |
| Total | 26 | 88.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Box Financial Advisors LLC
✚
|
TX | 0.1 |
|
Federal PREP Advisors Inc
✚
|
NY | 0.1 |
|
Bridge Financial Planning LLC
✚
|
0.1 | |
|
Capstone Wealth Management Corp
✚
|
FL | 0.1 |
|
Timbuktu Capital Management LLC
✚
|
MA | 0.1 |
|
Lee Investment Management LLC
✚
|
NY | 0.1 |
|
FAMA Fiduciary Wealth LLC
✚
|
NY | 0.1 |
|
Secure Retirement Financial & Insurance Services Corp
✚
|
CA | 0.1 |
|
Conrad Capital Management Inc
✚
|
NY | 0.1 |
|
BONE FIDE Wealth LLC
✚
|
NY | 0.1 |