COLONY CAPITAL INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$336M
Discretionary
$336M
100% of AUM
Avg account
$67.2M
Accounts
5
Employees
86
Advisory reps
3

Firm details

Headquarters
BOCA RATON, Florida
CRD number
175506
Registered since
April 2, 2015
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles51.43%
  • Sovereign Wealth Funds48.57%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Colony Capital Investment Advisors, LLC is an SEC‑registered advisor organized as an LLC and active since 2015. The firm operates as a multifaceted fund manager with a focus on private equity and real estate strategies and serves institutional clients. Its advisory work includes portfolio management for pooled investment vehicles and for businesses or institutions, and the firm acts in sponsor/GP roles for pooled vehicles. Fee arrangements include percentage‑of‑AUM billing and performance‑based fees (alongside other fee types), which aligns with its fund management activities. The firm is not identified as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 3
  • MARC GANZI

    CEOCRD 6881359

  • Thomas Mayrhofer

    Chief Financial OfficerCRD 7092115

  • KRISTEN WHEALON

    Managing Director, Chief Compliance OfficerCRD 3105081

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
750 Park of Commerce Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth