KOLLER CAPITAL LLC
Firm details
- Headquarters
- SARASOTA, Florida
- 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 operates as a hedge-fund-style adviser focused on pooled investment vehicles and discretionary portfolio management for institutional and small business clients. The firm combines a small private fund platform with separately managed equity exposure; its fee model includes both a percentage-of-AUM component and performance-based fees, aligning compensation with fund performance. Filings show the adviser is not positioning itself as an ESG investor and it provides sponsor/GP and managing-member functions for at least one pooled vehicle it advises. Investment activity centers on a hedge fund vehicle that represents the bulk of the firm’s assets, while liquid exchange-traded equity positions are used for SMA-style exposures. The firm’s client mix is limited and concentrated, consistent with a boutique manager running a single fund alongside direct equity allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1ROSS KOLLER
Founder and CIOCRD 6590246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SARASOTA, FL
SARASOTA
Location
SARASOTA, FL
Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- SARASOTA
- Address
- 1343 Main St
- Time zone
- ET (UTC-5)
- Office locations
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