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| Colonial River Investments LLC
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|---|---|
| CRD # | 284839 |
| SEC # | 801-113243 |
| CIK # | 0001845859 |
| AUM | 464.4 M (2026-03-31) |
| Employees | 21 (38% Investors, 43% Brokers) |
| Fees | |
| Minimum | |
| Phone | 804-335-1200 |
| Address | 340 Browns Hill Court Midlothian, VA 23114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 19.0 | ||
| Apple Inc | 12.4 | ||
| Microsoft Corp | 10.1 | ||
| Amazon Com Inc | 7.4 | ||
| Facebook Inc | 6.3 | ||
| Palantir Technologies Inc | 5.2 | ||
| Broadcom Inc | 4.4 | ||
| Tesla Motors Inc | 4.2 | ||
| Alphabet Inc | 4.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,624 | 149.1 |
| (b) Individuals (high net worth individuals) | 174 | 314.8 |
| (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 | 0.4 |
| (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 | 1,799 | 464.4 |
| By Discretionary | ||
| Discretionary | 1,799 | 464.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,799 | 464.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 464.4 | |
| Total | 1,799 | 464.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845859] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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Monarch Wealth Strategies
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