C
$128.9M Total AUM
$127.5M Disc. AUM
7.4% 3Y CAGR
3 Employees
58 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-16-2002
- Office Locations
- 1
Office Locations
440 Main Street Ridgefield CT
About Colchester Investment Counsel LLC
Colchester Investment Counsel LLC is a Ridgefield-based RIA. The firm has been operating for 24 years. Managing $128.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
47 AVG AGE
$64.4M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
16.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
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Asset Classes
Wave Vital
Investment Themes
Alpha
Investment Vehicles
Capital vector
Platform
Vertex
Services
Vertex Horizon Vector capital Insight zenith Ridge Alpha momentum Peak delta Optima oak
Owner & Executives
NEIL SCOTT KENAGY
Chief Compliance Officer, Manager
- CRD
- #2231104
- Ownership
- 50% but less than 75%
(705) 287-2675
timber.optima@matrixcapital.com
in linkedin.com/in/unison-summit
Evan Neil Kenagy
Owner
- CRD
- #6933140
- Ownership
- Less than 5%
(286) 599-9978
vector.pioneer@fusioncapital.com
in linkedin.com/in/signal-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,510,746 | $867,420 |
| Non-Discretionary | $1,340,703 | $335,176 |
| Total | $128,851,449 | $853,321 |
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Separately Managed Accounts
Total SMA Asset: $128,851,449
Equity - Exchange:
8.2% Municipal Bonds:
16.5% Corporate - Investment Grade:
20.4% Public Funds:
18.9% Cash:
18.4% U.S. Government/Agency:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $268,209,330 | 8.2% |
| Municipal Bonds | $539,689,506 | 16.5% |
| Corporate - Investment Grade | $667,252,480 | 20.4% |
| Public Funds | $618,189,797 | 18.9% |
| Cash | $601,835,570 | 18.4% |
| U.S. Government/Agency | $575,668,806 | 17.6% |
| Total | $3,270,845,489 | 100.0% |