This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2011
- Office Locations
- 1
Office Locations
About Collega Capital Management
Collega Capital Management, S.R.L. is an independent, Santo Domingo-based wealth management firm serving individuals and families with holistic wealth planning and proactive portfolio management. It takes a multigenerational approach to helping clients optimize their capital, emphasizing objective advice to minimize conflicts of interest. The firm focuses on asset allocation and risk management and uses vehicles such as ETFs and fixed income. SEC-registered RIA.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
LUIS ALBERTO VERAS
Chief Compliance Officer, Managing Member, Owner
- CRD
- --
- Ownership
- 75% or more
ALTAGRACIA CESILIA SEPULVEDA
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,700,000 | $2,233,333 |
| Non-Discretionary | $74,700,000 | $3,557,143 |
| Total | $81,400,000 | $3,391,667 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $81,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,037,074,860 | 18.4% |
| Equity - Exchange | $755,261,040 | 13.4% |
| Cash | $805,987,527 | 14.3% |
| U.S. Government/Agency | $636,899,235 | 11.3% |
| Sovereign Bonds | $1,025,802,308 | 18.2% |
| Corporate - Non-Investment Grade | $293,086,374 | 5.2% |
| Corporate - Investment Grade | $670,716,893 | 11.9% |
| Other | $411,448,178 | 7.3% |
| Total | $5,636,276,415 | 100.0% |