Colemma Asset Management LLC

Overview

Colemma Asset Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based portfolio management for individuals, families and small businesses, charging a percentage of assets under management rather than transactional or hourly fees. Its practice is concentrated on direct portfolio management rather than acting as a capital allocator or pension consultant. The firm does not position itself as an ESG-focused manager and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives