COLONY GROUP LLC Overview
Colony Group Llc is an investment advisor that manages 5.1 BN dollars in regulatory AUM and has 80 employees, of which 65 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 7BN in positions, representing 131% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 7BN in positions, representing 131% of the manager's regulatory AUM.
COLONY GROUP LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
COLONY GROUP LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IXUS | 3.74% | ETF | -10.71% | -0.25% | 1 | 4% | ||
| VOO | 3.54% | ETF | -4.94% | -0% | 0 | 21% | ||
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FEATURED IN
COLONY GROUP LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael J. Nathanson | Chairman, Ceo & President | October-2011 |
| Stephen T. Sadler | Managing Director And Senior Financial Counselor | October-2011 |
| Elisabeth L. Talbot | Managing Director And Senior Financial Counselor | October-2011 |
| Gina K. Bradley | Chief Operating Officer & General Counsel | October-2011 |
| Brian W. Katz | President Of Colony Investment Management & Chief Investment Officer | October-2011 |
| Vincent J. Gratch | Chief Compliance Officer & Managing Director Of Operations | October-2011 |
| Stephen R. Stelljes | President Of Client Services | January-2015 |
| Robert J. Glovsky | Vice Chair And Senior Financial Counselor | July-2012 |
| Cary P. Geller | Managing Director And Senior Financial Counselor | July-2012 |
| Nadine G. Lee | Managing Director, Metro Ny Offices & President, Colony Family Office | October-2013 |
COLONY GROUP LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
COLONY GROUP LLC Investment Strategy
Item 8 and further detailed in the fund’s offering documents. Prospective limited partners are encouraged to consult their own counsel as to the terms and provisions of the Partnership and its offering documents. Limited partners receive annual audited financial statements prepared in accordance with GAAP, unaudited account statements monthly from the fund’s administrator, and such other reports as determined by the General Partner.
C. Investing Related Persons’ Money in the Same Securities as Clients
Related persons of Colony may invest in a particular investment strategy in which Colony’s clients invest. Trades on behalf of clients may be aggregated with trades on behalf of a related person only if the following conditions are met:
1. The clients’ trades are treated equally with trades of the related person;
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2. Each related person and each client in the trade receive average execution and average commission...
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C. Investing Related Persons’ Money in the Same Securities as Clients
Related persons of Colony may invest in a particular investment strategy in which Colony’s clients invest. Trades on behalf of clients may be aggregated with trades on behalf of a related person only if the following conditions are met:
1. The clients’ trades are treated equally with trades of the related person;
18
2. Each related person and each client in the trade receive average execution and average commission...
Unlock Full Investment Process Description
COLONY GROUP LLC Portfolio Concentration
COLONY GROUP LLC Location
TWO ATLANTIC AVENUE
BOSTON, Massachusetts
UNITED STATES, 02110
BOSTON, Massachusetts
UNITED STATES, 02110
COLONY GROUP LLC Contact Information
Phone Number: 617-723-8200
Fax Number: 617-723-6338
Website: http://thecolonygroup.com
Fax Number: 617-723-6338
Website: http://thecolonygroup.com
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