Colony Capital Investment Advisors, LLC is a large advisory firm based in Los Angeles. It manages $8.18 billion of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Maryland, Massachusetts, and New York.
Colony Capital Investment Advisors provides portfolio management for pooled investment vehicles and adviser to an insurance policy separate account portfolio and its wholly owned subsidiary.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Colony Capital Investment Advisors, LLC is $8.18 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and $719.36 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Colony Capital Investment Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Richard Brett Saltzman is pooled investment vehicles with 42 clients and $8.14 billion of assets under management. Among the 10 most similar advisory firms, Colony Capital Investment Advisors has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $8.14 billion for 42 clients. 24% of the firm’s clients are foreign persons or businesses.
Colony Capital Investment Advisors also advises several private funds. Namely, one hedge fund and forty one real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.
The company employs 457 people that are either part- or full-time employees. 34 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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.
Richard Brett Saltzman has been acting as President since 1 Apr 2015. Llc Colony Capital Investment Advisors joined the executive team most recently as the Member.
The principal office where Colony Capital Investment Advisors, LLC performs its advisory services is located at 515 S. Flower Street, Los Angeles, CA 90071, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-282-8820 or by fax 310-460-7956. The normal business hours are 7:00am to 7:00pm on Monday - Friday. You can find more information about the New York firm at colonyinc.com.