COLRAIN CAPITAL LLC

RIASEC RegisteredEst. 2001
Total AUM
$222M
Discretionary
$222M
100% of AUM
Avg account
$2.6M
Accounts
87
Employees
4
Advisory reps
4

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
118098
Registered since
December 14, 2001
Custodians
PERSHING LLC, CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • HNWI62.28%
  • Individuals37.72%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Colrain Capital LLC is a small, fee-based registered investment adviser formed in 2001 and organized as a limited liability company with individual ownership. The firm provides discretionary portfolio management primarily for individuals, families, and small businesses, and also offers portfolio management services to business and institutional clients. Colrain is not positioned as an ESG-focused allocator, does not operate as a multi-state adviser, and does not identify itself as a capital allocator. The firm's advisory model centers on traditional portfolio management under a percentage-of-AUM fee schedule. Public filings characterize its investment preference as equity-oriented and indicate the firm manages accounts on a discretionary basis.

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 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

3 of 4
  • TIMOTHY QUINLISK

    Founding PartnerCRD 3075500

  • TARA ROSA

    Founding PartnerCRD 5773107

  • PETER BLUM

    Founding PartnerCRD 831540

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
867 Boylston St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth