Colchis Capital Management, L.P.

RIASEC RegisteredEst. 2014
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$223M
Accounts
6
Employees
17
Advisory reps
6

Firm details

Headquarters
,
CRD number
163503
Registered since
July 11, 2014
Custodians
COMPUTERSHARE TRUST COMPANY, N.A., IDAHO FIRST BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles93.53%
  • Corporations / Businesses6.47%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Colchis Capital Management, L.P. is a limited partnership that operates as a hedge fund advisor registered with the SEC since 2014. The firm serves institutional clients and provides portfolio management for pooled investment vehicles; it also functions as sponsor/GP and is registered in capacities such as a CPO/CTA. Its fee model combines a percentage-of-assets charge with performance-based fees. Colchis is organized as a domestic entity with individual ownership and does not position itself as an ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • Sun Yee

    Chief Financial OfficerCRD 7894540

  • Robert Damus

    Chief Technology OfficerCRD 7244355

Contacts

3 of 4
  • Edward Conrads

    Managing PartnerCRD 5078484

  • Josh Tonderys

    Managing PartnerCRD 7244771

  • Robert Conrads

    ChairmanCRD 1689776

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth