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COLLEGA CAPITAL MANAGEMENT

COLLEGA CAPITAL MANAGEMENT, S.R.L.

CRD 158829 · SEC 801-76723

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$81.4M

Discretionary AUM

$6.7M

Team

2 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
High net worth individuals6$78.9M

All web addresses on file

Official SEC filing: View on IAPD