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 06/30/16. The fund's latest filing disclosed 909MM in positions, representing 18% of the manager's regulatory AUM.

COLONY GROUP LLC StockAlpha

-1.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

COLONY GROUP LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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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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COLONY GROUP LLC Portfolio Concentration

COLONY GROUP LLC Location

TWO ATLANTIC AVENUE
BOSTON, Massachusetts
UNITED STATES, 02110

COLONY GROUP LLC Contact Information

Phone Number: 617-723-8200
Fax Number: 617-723-6338
Website:

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