CL
Colegerber Ltd.
Mutual Fund / Asset Manager · Boutique (under $100M)
CRD 344544
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ADV data as of Sep 21, 2026
- Regulatory AUM
- $100K
- Discretionary
- $100K
- Clients
- 1
- Avg AUM / client
- $100K
- Accounts
- 1
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $100K | 100.0% |
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 21, 2026.