Coliseum Capital Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Coliseum Capital Management, LLC
Overview
Coliseum Capital Management, LLC is an advisory firm located in Norwalk, Connecticut. The company administers $2.1 billion in assets under management over six client accounts, placing it among the largest firms in the country by assets under management (AUM). The company has a small group, including 10 financial advisors. Coliseum Capital Management, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like options, bonds and equities.
Coliseum Capital Management, LLC manages most of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell decisions without needing to seek the customer's authorization. The firm also manages one non-discretionary accounts with a total of $11.9 million in assets under management. Coliseum Capital Management, LLC administers an average of $352.7 million for every customer account. An average advisor at Coliseum Capital Management, LLC manages fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The firm's central office is located at 105 Rowayton Avenue, Norwalk, Connecticut 6853. The firm is permitted to serve investors throughout a number of states, including Connecticut and Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Coliseum Capital Management, LLC by the Numbers
$2.1 billion
17
6
$352.7 million
Fee Structure
Fees for financial management usually are based on which services the firm provides the client. Fees billed by Coliseum Capital Management, LLC most likely are comprised of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Coliseum Capital Management, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles and corporations. Out of its six customers, Coliseum Capital Management, LLC's largest client by number of accounts is pooled investment vehicles. None of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Coliseum Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.