Coller Private Market Secondaries Advisors, LLC
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
FINTRXOverview
Coller Private Market Secondaries Advisors, LLC is a limited liability company organized as an institutional registered investment adviser. It serves institutional clients and charges fees as a percentage of assets under management. The firm’s advisory work includes portfolio management for investment companies, and its listed industry affiliations indicate roles beyond pure advisory work — including acting as an investment adviser and sponsor and serving as a general partner or managing member of pooled investment vehicles. The firm is not identified as an active ESG investor, and it is not flagged as a multi-state or related adviser. SEC registration was completed in 2023. Ownership is recorded as a mix of a domestic entity and an individual, and the adviser is classified as an institutional RIA rather than a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 6Helen Lamb
Financial Advisor and Registered RepresentativeCRD 6364166
Joshua Schnurman
Registered RepresentativeCRD 6768108

Frank Ochsenfeld
PartnerCRD 4801877
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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