Columbia Cent Clo Advisers, LLC

RIASEC Registered
Total AUM
$3B
Discretionary
$3B
100% of AUM
Avg account
$300M
Accounts
10
Employees
24
Advisory reps
7

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 an SEC-registered LLC that operates as a manager of securitized asset strategies. The firm is classified as a securitized asset fund and administers portfolio management for pooled investment vehicles and for institutional or business clients. Its client mix is institutional, and its fee model combines a percentage-of-AUM component with performance-based fees. The firm does not position itself as an active ESG investor and is identified as a related adviser to other entities. Regulatory registration dates back to 2020. In addition to advisory activity, Columbia Cent Clo Advisers has affiliations across the financial services ecosystem—ranging from broker-dealer relationships and trust or banking links to roles as a sponsor or managing member of pooled vehicles—indicating an operational footprint that extends beyond pure advisory functions.

Assets & Accounts

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

Owners & executives

3 of 3
  • William Truscott

    William Truscott

    Chief Executive OfficerCRD 2416857

  • Lee Faria

    Lee Faria

    Chief Compliance Officer & Vice PresidentCRD 5776595

  • Brian Engelking

    Brian Engelking

    Vice President and Chief Financial OfficerCRD 4219446

Contacts

3 of 4
  • Gene Tannuzzo

    Gene Tannuzzo

    Senior Portfolio ManagerCRD 4697554

  • Michael Clarke

    Michael Clarke

    Investor ServicesCRD 4053214

  • Michael Defao

    Michael Defao

    Vice PresidentCRD 2687755

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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