|
⚲
|
| Keyboard |
| Collega Capital Management SRL
✚
|
|
|---|---|
| CRD # | 158829 |
| SEC # | 801-76723 |
| CIK # | |
| AUM | 81.4 M (2026-04-01) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 809-855-5750 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 78.9 |
| (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 | 24 | 81.4 |
| By Discretionary | ||
| Discretionary | 3 | 6.7 |
| Non-Discretionary | 21 | 74.7 |
| Total | 24 | 81.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 78.9 | |
| United States Persons | 2.5 | |
| Total | 24 | 81.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 4 (96 non-US) |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mutual Fund Protection Service
✚
|
CO | 90.9 M |
|
Conrad Capital Management Inc
✚
|
NY | 90.7 M |
|
Heritage Grove Wealth Management LLC
✚
|
88.8 M | |
|
Guidance Point Retirement Services LLC
✚
|
ME | 88.2 M |
|
Betteredge Capital LLC
✚
|
NY | 81.4 M |
|
Seaside Advisory Services Inc
✚
|
CA | 81.2 M |
|
CLPF LLC
✚
|
81.0 M | |
|
Federal PREP Advisors Inc
✚
|
NY | 80.1 M |
|
Comprehensive Capital Management Inc
✚
|
NJ | 77.5 M |
|
Forever Financial Advisors LLC
✚
|
72.2 M |