COLRAIN CAPITAL LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 118098
- Registered since
- December 14, 2001
- Website
- www.colraincapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
3 of 4TIMOTHY QUINLISK
Founding PartnerCRD 3075500
TARA ROSA
Founding PartnerCRD 5773107
PETER BLUM
Founding PartnerCRD 831540
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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