COLAB CAPITAL

Overview

Colab Capital is a small, individual-owned limited liability company that combines insurance brokerage with financial planning and portfolio management services aimed at individuals and small businesses. The firm charges a mix of asset-based fees and hourly rates and is registered as an SEC adviser (registration year listed as 2025). It is not positioning itself as a capital allocator, does not identify as an ESG investor, and operates without multi-state adviser registration. Investment activity leans toward liquid holdings—cash and cash equivalents are the largest component of assets on the books—while the firm also reports using mutual funds for core exposure and allocating to third-party managers in private equity and real estate for alternative exposure. Colab Capital is affiliated with other investment-adviser and insurance company entities, indicating it may coordinate advisory work alongside related businesses rather than offering a broad independent product platform.

Assets & Accounts

Investments & Alternatives

Location & Offices