Coller Capital Inc
Firm details
- Headquarters
- New York, New York
- CRD number
- 158102
- Registered since
- September 19, 2014
- Website
- www.collercapital.com
- Fee structure
- Other
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Coller Capital Inc is registered as an institutional registered investment adviser and structured as a corporation. The firm registered with the SEC in 2014 and reports an institutional client base. Ownership is listed as a mix of a foreign entity and an individual. Fee arrangements are not a standard retainer/asset-fee or performance-only model — the data categorizes the fee structure as "Other." Coller Capital Inc is not classified as a capital allocator and does not identify as an active ESG investor, a pension consultant, or a multi-state adviser. Regulatory and organizational disclosures indicate the firm also functions in sponsor and general partner roles: it is affiliated as an investment adviser and sponsor, and as a GP/managing member of pooled investment vehicles. That combination suggests the firm participates in structuring or managing pooled private investment vehicles in addition to providing advisory services to institutional clients.
Assets & Accounts
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
Contacts
3 of 4Helen Lamb
Financial Advisor and Registered RepresentativeCRD 6364166

Alex Wahllof-malinconico
Managing DirectorCRD 5942318
Theodore Beale
DirectorCRD 8123253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 950 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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