Coller Investment Management Ltd

RIASEC RegisteredEst. 1999
Total AUM
$36.7B
Discretionary
$36.7B
100% of AUM
Avg account
$1.1B
Accounts
33
Employees
10
Advisory reps
10

Firm details

Headquarters
St Peter Port,
CRD number
111035
Registered since
March 1, 1999
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Coller Investment Management Ltd is organized as a corporate private equity manager that advises pooled investment vehicles for institutional clients. The firm has been SEC-registered since 1999 and is owned by a mix described as a foreign entity and an individual. Its role extends beyond advisory work: it sponsors and acts as a general partner or managing member of pooled funds. Fee arrangements combine asset-based charges with performance-linked compensation. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Jeremy Hollier

    Chief Investment Officer and Managing PartnerCRD 7777367

Contacts

3 of 9
  • Katy Le Huray

    DirectorCRD 8124406

  • John Loveless

    Financial Advisor and Registered RepresentativeCRD 5946003

  • Jeremy Coller

    Jeremy Coller

    Financial Advisor and Registered RepresentativeCRD 4357796

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

St Peter Port, null

Location

St Peter Port, null

Headquartered in St Peter Port, null.

Address
Trafalgar Ct
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth