Overview
Assets Under Management: $21.9 billion
High-Net-Worth Clients: 1
Average Client Assets: $6.5 million
Frequently Asked Questions
COLCHESTER GLOBAL INVESTORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110985), COLCHESTER GLOBAL INVESTORS is subject to fiduciary duty under federal law.
COLCHESTER GLOBAL INVESTORS serves 1 high-net-worth clients according to their SEC filing dated December 17, 2024. View client details ↓
According to their SEC Form ADV, COLCHESTER GLOBAL INVESTORS offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
COLCHESTER GLOBAL INVESTORS manages $21.9 billion in client assets according to their SEC filing dated December 17, 2024.
According to their SEC Form ADV, COLCHESTER GLOBAL INVESTORS serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.03%
Average Client Assets: $6.5 million
Total Client Accounts: 86
Discretionary Accounts: 86
Regulatory Filings
CRD Number: 110985
Filing ID: 1920544
Last Filing Date: 2024-12-17 12:35:00