Coller Investment Management Ltd is a large advisory firm based in St. Peter Port. It manages $14.97 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001.
Coller Investment Management provides portfolio management for pooled investment vehicles. 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 Coller Investment Management Ltd is $14.97 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1563% since the beginning of its operation, and $14.97 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Coller Investment Management Ltd for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Jeremy Joseph Coller is pooled investment vehicles with 13 clients and $14.97 billion of assets under management. Among the 9 most similar advisory firms, Coller Investment Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $14.97 billion for 13 clients. 100% of the firm’s clients are foreign persons or businesses.
Coller Investment Management also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons ranges from $5,000,000 to $10,000,000.
The company employs 9 people that are either part- or full-time employees. No 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.
Jeremy Joseph Coller has been acting as President since 1 Sep 1995. Christopher Fawcus Lovell Legge joined the executive team most recently as the Director.
The principal office where Coller Investment Management Ltd performs its advisory services is located at Trafalgar Court, St. Peter Port, Gy1 3 Ql, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +44 1481 745001 or by fax +44 1481 745074. The normal business hours are 9am - 5pm on Monday - Friday.