The COLONY GROUP is a publicly held investment adviser that advises $74.85Bn in regulatory assets under management held in 5 SEC fund types across 7 investment strategies. COLONY GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 97.07% over the last 5-years.
The Group has been registered with the SEC for 20.51 years and is comprised of 5 filing and 14 relying advisers. They operate out of 11 office locations with their Headquarters at 750 PARK OF COMMERCE DRIVE SUITE 210, BOCA RATON, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 597 employees comprised of 259 investment and 338 non-investment staff. The total number of Employees increased by 2.4% over the last 5-years.
Their $74.85Bn in assets advised are owned by 138 private funds, 1 public fund and BDCs and 4 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $72.99Bn or 97.52% of Total Assets and Corporations or Other Businesses own $1.05Bn or 1.4% of Total Assets.
The Group's top investment strategies include Infrastructure, Traditional LBO and FI/Credit - Diverse, representing 81.63%, 15.8% and 0.99% of total assets, respectively.
They advise 4 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Corporations or Other Businesses.
The Group uses 5 Fund Administrators, 2 Fund Auditors, 3 Prime Brokers, 7 Custodians and 6 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
COLONY GROUP names 1 sub-adviser DCVR INVESTMENT ADVISORS LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 2 funds.