C
CRD: 128421
Coleman River Capital LLC
Dallas, TX
2145227843
$8.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
22 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-30-2003
- Office Locations
- 1
Office Locations
-- Dallas TX
About Coleman River Capital LLC
Coleman River Capital LLC is a Dallas-based RIA. The firm has been operating for 22 years. Managing $8.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
62 AVG AGE
$8.9M AVG AUM / ADVISOR
$491.9K AVG AUM / CLIENT
22.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Accredited Investors
North Delta
Asset Classes
Horizon Focus signal Vertex
Client Personas
Meridian atlas
Investment Vehicles
Pathway
Owner & Executives
J
JAMES WADE BROWNE
Chief Compliance Officer, Manager
- CRD
- #1189996
- Ownership
- 75% or more
(404) 731-8231
eagle.eagle@harborcapital.com
in linkedin.com/in/capital-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,854,027 | $428,342 |
| Non-Discretionary | $0 | $44,365 |
| Total | $8,854,027 | $404,344 |
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Separately Managed Accounts
Total SMA Asset: $7,697,588
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,285,081,300 | 100.0% |
| Total | $4,285,081,300 | 100.0% |