COLUMBIA CENT CLO ADVISERS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$3B
Discretionary
$3B
100% of AUM
Avg account
$300M
Accounts
10
Employees
24
Advisory reps
8

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
310864
Registered since
October 14, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Columbia Cent Clo Advisers, LLC is a SEC-registered investment adviser (registered in 2020) that serves institutional clients and focuses on managing pooled securitized vehicles. The firm is organized as a limited liability company and operates with both percentage-of-AUM and performance-based fee arrangements. Its advisory mandate centers on portfolio management for pooled investment vehicles and for business or institutional clients. The adviser is not an active ESG investor and is not registered as a multi-state adviser; it also has related-adviser relationships and a range of industry affiliations that extend into sponsor and servicing roles.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

Owners & executives

3 of 3
  • LEE FARIA

    Chief Compliance Officer & Vice PresidentCRD 5776595

  • WILLIAM TRUSCOTT

    Chief Executive OfficerCRD 2416857

  • BRIAN ENGELKING

    Vice President and Chief Financial OfficerCRD 4219446

Contacts

3 of 5
  • Stanton Ray

    Senior Portfolio ManagerCRD 7533088

  • MATT WALDNER

    Global Head of TradingCRD 2915883

  • MICHAEL CLARKE

    Investor ServicesCRD 4053214

Unlock 2 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

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
290 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth