Coller Eqt

RIASEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$924M
Accounts
2
Employees
25
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
328015
Registered since
September 19, 2023
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Coller Eqt is a limited liability company operating as an institutional registered investment adviser that began SEC registration in 2023. The firm targets institutional clients and provides portfolio management for investment companies, charging fees as a percentage of assets under management. FINTRX flags the firm as not being an active ESG investor and not a multi-state adviser. It is organized with domestic ownership structure and is not classified as a capital allocator, pension consultant, or related adviser. The firm maintains a set of industry roles beyond advisory work: affiliations include broker-dealer activity, functioning as another investment adviser, and acting as sponsor, general partner, or managing member of pooled investment vehicles. Those roles indicate the firm both sponsors and operates investment vehicles in addition to managing mandates for institutional clients.

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 5
  • Frank Ochsenfeld

    Frank Ochsenfeld

    PartnerCRD 4801877

  • Richard Elmhirst

    Richard Elmhirst

    PartnerCRD 4333190

  • Alex Wahllof-malinconico

    Alex Wahllof-malinconico

    Managing DirectorCRD 5942318

Unlock 2 more contacts →

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth