Coleman River Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 128421
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI68.47%
- Pooled Investment Vehicles29.87%
- Individuals1.66%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Coleman River Capital LLC is a Texas-registered limited liability company that operates as a hedge fund-style advisory business. Owned by an individual, the firm provides portfolio management for both individuals and small businesses as well as for pooled investment vehicles. Its client mix includes private clients and institutional investors. Compensation is tied to a percentage-of-assets model combined with performance-based fees, and the firm does not present itself as an ESG-focused manager. Coleman River is a state-registered adviser operating out of Texas rather than a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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