Coltrane Asset Management, L.P
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Overview
Coltrane Asset Management, L.P operates as an advisory company headquartered in New York, New York. The company oversees $784.2 million in assets under management throughout eight client accounts, placing it among the bigger firms in the nation by assets under management (AUM). Coltrane Asset Management, L.P has a small group, including 7 financial advisors. Coltrane Asset Management, L.P does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like options, stocks and bonds.
Coltrane Asset Management, L.P administers all of its accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes transaction decisions for the client's account without needing to seek the customer's approval. The firm's average account size is $98.0 million. The typical financial advisor at Coltrane Asset Management, L.P manages around one client account, placing it among the most personalized firms in the country.
The firm's main office is at 250 West 55Th Street, New York, New York 10019.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Coltrane Asset Management, L.P by the Numbers
$784.2 million
7
8
$98.0 million
Fee Structure
Financial management fees largely vary depending on which services are offered. Fees billed by Coltrane Asset Management, L.P most likely are comprised of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Coltrane Asset Management, L.P provides services to pooled investment vehicles. Out of its eight customers, Coltrane Asset Management, L.P's biggest client group is pooled investment vehicles. About 33% of the firm's clients are represented by 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.
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Disclosures
Coltrane Asset Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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