Koller Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 313498
- Custodians
- MAREX CAPITAL MARKETS INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles95.06%
- HNWI4.94%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Koller Capital LLC is a single-owner limited liability company organized and operating as a hedge-fund style investment adviser that serves institutional clients and pooled vehicles. The firm provides portfolio management both for individuals/small businesses and for pooled investment vehicles, and it acts as sponsor/GP or managing member for pooled products. Its compensation includes a percentage-of-assets fee and performance-based fees, consistent with a manager that runs a private fund alongside separately managed account activity. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser in the source data.
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 Equities100%
Owners & executives
1 of 1
Ross Koller
Founder and CIOCRD 6590246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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