|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Colony Family Offices LLC
✚
|
|
|---|---|
| CRD # | 167017 |
| SEC # | 801-77764 |
| CIK # | 0001633573 |
| AUM | $3.0 B (2025-03-18) |
| Employees | 15 (27% Investors, 0% Brokers) |
| Phone | 704-285-7300 |
| Address | 4250 Congress Street Charlotte, NC 28209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.8 | ||
| Amazon Com Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 560 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 27 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 989 | 3.0 |
| By Discretionary | ||
| Discretionary | 951 | 2.9 |
| Non-Discretionary | 38 | 0.1 |
| Total | 989 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 989 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633573] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advisor Resource Council
✚
|
TX | 3.0 |
|
Bryn Mawr Capital Management LLC
✚
|
PA | 3.0 |
|
Summitry LLC
✚
|
CA | 3.0 |
|
New England Private Wealth Advisors LLC
✚
|
MA | 3.0 |
|
Sovereign Investment Advisors LLC
✚
|
AZ | 3.0 |
|
Sol Capital Management Co
✚
|
MD | 3.0 |
|
Capital Generation Partners LLP
✚
|
3.0 | |
|
Frost Investment Services LLC
✚
|
TX | 3.0 |
|
Marcum Wealth LLC
✚
|
OH | 3.0 |
|
Leavell Investment Management Inc
✚
|
AL | 3.0 |