COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$594M
Discretionary
$594M
100% of AUM
Avg account
$594M
Accounts
1
Employees
16
Advisory reps
6

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 Private Market Secondaries Advisors, LLC is a limited liability company that specializes in portfolio management for investment companies. Established in 2023, the firm operates as an institutional advisor, focusing on providing tailored investment strategies to its clients. The firm does not engage in capital allocation or act as a pension consultant, and it does not have a multi-state advisory presence. Coller Private Market Secondaries Advisors is not an active ESG investor, indicating a focus on traditional investment strategies rather than sustainability-driven approaches.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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 6
  • HELEN LAMB

    Financial Advisor and Registered RepresentativeCRD 6364166

  • JOSHUA SCHNURMAN

    Registered RepresentativeCRD 6768108

  • FRANK OCHSENFELD

    PartnerCRD 4801877

Unlock 3 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