Provided by Convergence Inc.
Institutional intelligence for the asset management industry

ALGERT COLDIRON INVESTORS, LLC

Business and Investment Profile

The ALGERT COLDIRON INVESTORS, LLC is a privately held investment adviser that advises $10.2Bn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. ALGERT COLDIRON INVESTORS, LLC is a Public/Private Fund Assets increased by 406.89% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 23.41 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 101 CALIFORNIA STREET SUITE 3240, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 24 employees comprised of 11 investment and 13 non-investment staff. The total number of Employees increased by 20% over the last 5-years.

Asset Profile

Their $10.2Bn in assets advised are owned by 6 private funds, 4 public funds and BDCs and 12 other accounts. Assets of Sovereign Wealth Funds and Foreign Official Institutions clients own $5.5Bn or 53.95% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $2.25Bn or 22.08% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are Sovereign Wealth Funds and Foreign Official Institutions and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 3 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

ALGERT COLDIRON INVESTORS, 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.

Full profile: ALGERT COLDIRON INVESTORS, LLC

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Algert Coldiron Investors, Algert Global, Algert, Coldiron
Generated 2026-09-12T06:48:05.558574.  © 2026 Convergence.