ST. Columbanus Ag

Overview

ST. Columbanus Ag is a small, owner-operated investment adviser that focuses on portfolio management for individual and family clients and on selecting third‑party managers. The firm favors liquid, exchange‑traded equity exposures while also allocating to less liquid strategies through external alternative managers. Its fee arrangements include percentage of AUM, fixed fees and performance‑based fees, which aligns with a mix of discretionary portfolio mandates and negotiated advisory relationships. The adviser does not position itself as an ESG investor and does not operate as a multi‑state adviser. The firm acts as a capital allocator: it runs core equity portfolios and supplements them by directing client capital into specialist managers for private equity, venture capital, hedge funds, real estate and commodity strategies. The “selection of other advisers” activity indicates a structured due‑diligence process and reliance on third‑party managers rather than trying to internally originate most alternative investments.

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Location & Offices