Overview
Assets Under Management: $222 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 12
Average Client Assets: $11.5 million
Frequently Asked Questions
COLRAIN CAPITAL LLC 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 #118098), COLRAIN CAPITAL LLC is subject to fiduciary duty under federal law.
COLRAIN CAPITAL LLC is headquartered in BOSTON, MA.
COLRAIN CAPITAL LLC serves 12 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, COLRAIN CAPITAL LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
COLRAIN CAPITAL LLC manages $222 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, COLRAIN CAPITAL LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.28%
Average Client Assets: $11.5 million
Total Client Accounts: 87
Discretionary Accounts: 87
Regulatory Filings
CRD Number: 118098
Filing ID: 2088081
Last Filing Date: 2026-03-31 16:09:41