$176.3M Total AUM
$166.3M Disc. AUM
-- 3Y CAGR
3 Employees
125 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- TimberPeak +more
- Established Date
- 12-11-2009
- Office Locations
- 4
Office Locations
3 Pierce Court Appleton WI
-- Santa Barbara CA
-- Santa Clarita CA
About Collar Capital Management, LLC
Collar Capital Management designs and monitors customized investment policies for individuals, families, and businesses, pairing portfolio management with planning for retirement, college, and other life-stage goals. The process starts with a needs-based questionnaire and a disciplined buy/hold/sell approach across stocks, bonds, mutual funds, and ETFs. Client assets are custodied at Interactive Brokers.
Team overview
57 AVG AGE
$58.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
8.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Glacier Harbor timber Alpha Timber Bridge Ridge ember
Client Personas
Focus atlas
CRM
Beacon ridge
Custodian
Meridian Alpha vector Crest oak Catalyst catalyst Atlas Crest beacon Timber oak Prime focus Signal quantum Vital Summit pathway
Fund Managers
Glacier
Investment Themes
Bridge Optima Atlas Horizon Harbor frontier Bridge radial
Investment Vehicles
Foundation Optima pathway
Services
Radial ridge Focus bridge Oak Prime Insight
Technology
Ember glacier Atlas Vital fusion Legacy Fusion
Owner & Executives
P
PATRICK DANIEL COLLAR
Chief Compliance Officer, Managing Member, President
- CRD
- #4313718
- Ownership
- 75% or more
(592) 577-7330
alpha.matrix@horizoncapital.com
in linkedin.com/in/catalyst-prime
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOSEPH RICHARD CACIA
Chief Compliance Officer, Commercial Account Manager, President
- CRD
- #4562829
(967) 551-1077
north.alpha@foundationcapital.com
in linkedin.com/in/prime-alpha
C
Christopher Patrick Collar
--
- CRD
- #7564184
(939) 417-1438
insight.peak@atlascapital.com
in linkedin.com/in/crest-wave
L
Legacy value
Vector zenith
- CRD
- #98981
(542) 936-4371
momentum.pioneer@northcapital.com
in linkedin.com/in/momentum-prime
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,323,509 | $563,809 |
| Non-Discretionary | $9,939,100 | $4,969,550 |
| Total | $176,262,609 | $593,477 |
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Separately Managed Accounts
Total SMA Asset: $176,262,609
Equity - Exchange:
11.6% Public Funds:
25.3% Cash:
13.5% Corporate - Investment Grade:
11.5% Other:
15.0% U.S. Government/Agency:
23.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $998,194,577 | 11.6% |
| Public Funds | $2,177,096,793 | 25.3% |
| Cash | $1,161,691,965 | 13.5% |
| Corporate - Investment Grade | $989,589,452 | 11.5% |
| Other | $1,290,768,850 | 15.0% |
| U.S. Government/Agency | $1,987,784,029 | 23.1% |
| Total | $8,605,125,666 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER PEAK | INSIGHT VERTEX | YLLJYNX7S | LNY | 6.28% | $107,220,294 |
| VALUE PRIME | ZENITH FOCUS | F6DD361VD | BBKB | 4.86% | $107,039,809 |
| RADIAL ATLAS | EAGLE OPTIMA | 32WFSFTUY | KVWNY | 2.02% | $54,595,916 |
| HORIZON VERTEX | SUMMIT ELEMENT | PNON4N4D2 | UMF | 5.11% | $94,047,077 |
| SIGNAL HORIZON ZENITH | NORTH PIONEER | 3YUNSEZJ9 | KDBZF | 11.17% | $62,634,738 |
| VECTOR QUANTUM | MERIDIAN HARBOR | B27HGL9LN | QSF | 4.76% | $99,519,195 |
| WAVE PATHWAY MOMENTUM | ALPHA SIGNAL | DU4U7QSN1 | HDLBA | 7.35% | $71,528,490 |
| PEAK PRIME LEGACY | PEAK EAGLE | 1LP71IN7F | VMNPX | 11.54% | $47,227,752 |