Collega Capital Management, S.R.L. is an adviser based in Santo Domingo. It manages $50.6 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2012.
Collega Capital Management, S.R.L provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Collega Capital Management, S.R.L. is $50.6 million. The firm's AUM has gone down by -58% since the beginning of its operation, and $49.2 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Collega Capital Management, S.R.L. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Collega Capital Management, S.R.L is individuals with 6 clients and $6.6 million of assets under management. Among the 5 most similar advisory firms, Collega Capital Management, S.R.L has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $6.6 million for 6 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 95% of the firm’s clients are foreign persons or businesses.
Collega Capital Management, S.R.L doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Collega Capital Management, S.R.L. performs its advisory services is located at Gustavo Mejia Ricart 54, Torre Solazar Piso 20, Santo Domingo, 00000, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 809 732 0411. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at collegacapital.com.