The COLONIAL CONSULTING, LLC is a privately held investment adviser that advises $1.01Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. COLONIAL CONSULTING, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 27.92% over the last 5-years.
The Group has been registered with the SEC for 22.16 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 810 7TH AVENUE 32ND FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 51 employees comprised of 7 investment and 44 non-investment staff. The total number of Employees decreased by 26.09% over the last 5-years.
Their $1.01Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 9 other accounts. Assets of Charitable Organizations clients own $875.66mn or 86.91% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $35.88mn or 3.56% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Charitable Organizations and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 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.
COLONIAL CONSULTING, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.