COLLER CAPITAL INC

RIASEC RegisteredEst. 2014
Total AUM
$9B
Discretionary
$0
0% of AUM
Avg account
$281M
Accounts
32
Employees
59
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
158102
Registered since
September 19, 2014
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Coller Capital Inc. operates as a corporation and has been registered with the SEC since 2014. The firm primarily serves institutional clients and does not engage in capital allocation or act as a pension consultant. While it is classified as unclassified, it does not actively pursue ESG investments. The firm’s fee structure is categorized under "Other," indicating a unique approach to its pricing model. Coller Capital Inc. is not a multi-state adviser and has not formed recently, suggesting a level of stability in its operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • HELEN LAMB

    Financial Advisor and Registered RepresentativeCRD 6364166

  • ALEX WAHLLOF-MALINCONICO

    Managing DirectorCRD 5942318

  • Theodore BEALE

    DirectorCRD 8123253

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth