Coleman River Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 128421
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI81.34%
- Pooled Investment Vehicles13.06%
- Individuals5.59%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Coleman River Capital LLC is organized as a limited liability company that operates as a hedge-fund-style adviser. The firm provides discretionary portfolio management for individuals and small businesses and also serves pooled investment vehicles. Its client mix includes both individual/family clients and institutional investors. Compensation is based on a percentage of assets under management and includes performance-based fees consistent with hedge fund economics. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
1 of 1James Browne
ManagerCRD 1189996
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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