COLETTA CAPITAL, LLC

Overview

Coletta Capital, LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-assets and fixed fees and concentrates its client work on traditional advisory relationships rather than model-marketmaking or institutional consulting. Investment activity is centered on pooled public vehicles—primarily mutual funds—rather than direct, concentrated equity bets or large allocations to external alternative fund managers. The firm is not identified as an active ESG investor and does not operate as a multi-state or pension consultant adviser. Coletta Capital’s operating footprint and mandate suggest a boutique advisory practice: hands-on planning and customized portfolio oversight for a limited number of clients, with discretionary authority over the assets they manage.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices