Colony is a fund manager in Boston with $18.64 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Colony Group Inc
SEC CIK
IRS number
43542399
SEC advisor number
801-72862
FINRA CRD number
159289
AUM ?
$18.64 bn
(as of 20 Jul 22)
Accounts
17,683
(as of 20 Jul 22)
Employees
320
(170 investment advisory or research)
Address
Colony
2 ATLANTIC AVENUE
BOSTON
MA 02110
2 ATLANTIC AVENUE
BOSTON
MA 02110
Office hours
Monday - Friday, 9:00 AM - 5:30 PM
Phone
6177238200
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Focus Operating, LLC | Member (Manager) | 10/2011 | > 75% |
| Nathanson, Michael, Jeffrey | Chairman & CEO | 10/2011 | < 5% |
| Sadler, Stephen, Thomas | President of Colony Wealth Management and Senior Wealth Advisor | 10/2011 | < 5% |
| Bradley, Gina, Kulig | Chief Operating Officer & General Counsel | 10/2011 | < 5% |
| Katz, Brian, William | President of Colony Investment Management & Chief Investment Officer | 10/2011 | < 5% |
| Gratch, Vincent, Joseph | Chief Compliance Officer | 10/2011 | < 5% |
| Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
| Feeney, Terri, Ann | Chief Financial Officer | 01/2015 | < 5% |
| Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
| Rubin, Ronald, Joseph | President and Vice Chairman | 10/2018 | < 5% |
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| the Colony Group, LLC | $18.64 bn | |
| New Providence Balanced Portfolio LP | $333.79 mm | Other Private Fund |
| New Providence International Portfolio LP | $38.88 mm | Other Private Fund |
| New Providence Onshore Balanced Portfolio LP | $269.19 mm | Other Private Fund |
| TCG Diversifying Strategies Fund, L.P. | $67.20 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
17 Nov 21
13F-HR
Quarterly holdings report by institutional manager
18 Aug 21
13F-HR
Quarterly holdings report by institutional manager
21 May 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
17 Nov 20
13F-HR
Quarterly holdings report by institutional manager
13 Aug 20