CRD: 322364
Lime Rock Investment Management Company, Inc.
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- Custodian
- Bank OF America · Interactive Brokers · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- North beacon
- Established Date
- 08-11-2022
- Office Locations
- 1
Office Locations
About Lime Rock Investment Management Company, Inc.
Lime Rock Investment Management Company, Inc. (San Antonio, TX) is a Texas-registered adviser run by Nicholas Colonna, CFA, building personalized, actively managed portfolios from the ground up using individual security selection to fit each client’s risk and objectives. The firm emphasizes direct access to the portfolio manager, no investment minimums, and straightforward fees; portfolios often blend ETFs with equity and fixed-income holdings, including investment-grade and U.S. government bonds.
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Investment Themes
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Services
Technology
Owner & Executives
NICHOLAS Charles COLONNA
Chief Executive Officer, President
- CRD
- #5588912
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,986,923 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,986,923 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,986,923
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $288,341,906 | 18.3% |
| Corporate - Investment Grade | $170,168,994 | 10.8% |
| U.S. Government/Agency | $189,076,659 | 12.0% |
| Cash | $239,497,102 | 15.2% |
| Other | $207,984,325 | 13.2% |
| Corporate - Non-Investment Grade | $204,833,048 | 13.0% |
| Municipal Bonds | $275,736,795 | 17.5% |
| Total | $1,575,638,829 | 100.0% |