Coller Eqt

RIASEC RegisteredEst. 2014
Total AUM
$12B
Discretionary
$0
0% of AUM
Avg account
$362M
Accounts
33
Employees
67
Advisory reps
3

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 Eqt is a corporate, SEC‑registered institutional investment adviser that primarily serves institutional clients. The firm registered with the SEC in 2014 and reports ownership that includes both a foreign entity and an individual. It is not structured as a capital allocator; instead its public profile shows roles beyond advisory work — including broker‑dealer activities and acting as sponsor/GP or managing member of pooled investment vehicles. The firm’s fee arrangements are reported as “other,” indicating non‑standard or customized pricing rather than a simple assets‑under‑management fee model. Coller Eqt does not classify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Frank Ochsenfeld

    Frank Ochsenfeld

    PartnerCRD 4801877

  • Alex Wahllof-malinconico

    Alex Wahllof-malinconico

    Managing DirectorCRD 5942318

  • Theodore Beale

    DirectorCRD 8123253

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth