The Colony Group LLC

The Colony Group LLC, legalmente conocida como THE COLONY GROUP, LLC, es una compañía de responsabilidad limitada de Delaware que emplea a 185 personas, de las cuales 120 trabajan en roles de asesoría. Con 260 clientes, su estado de SEC se listó como aprobado al 7 de diciembre de 2011.

• BRIAN WILLIAM KATZ

  PRESIDENT OF COLONY INVESTMENT MANAGEMENT & CHIEF INVESTMENT OFFICER posee menos de 5%

• ELISABETH LOUISE TALBOT

  MANAGING DIRECTOR AND SENIOR WEALTH ADVISOR posee menos de 5%

• FOCUS OPERATING, LLC

  MEMBER (MANAGER) posee 75% o más

• GINA KULIG BRADLEY

  CHIEF OPERATING OFFICER & GENERAL COUNSEL posee menos de 5%

• JOHN CHRISTOPHER WHITE

  CHIEF ADMINISTRATIVE OFFICER posee menos de 5%

• MICHAEL JEFFREY NATHANSON

  CHAIRMAN & CEO posee menos de 5%

• RICHARD DAVID STEINBERG

  CHIEF MARKET STRATEGIST posee menos de 5%

• ROBERT JAMES GLOVSKY

  VICE CHAIR AND SENIOR WEALTH ADVISOR posee menos de 5%

• RONALD JOSEPH RUBIN

  PRESIDENT, VICE CHAIRMAN, AND CHIEF CULTURAL OFFICER posee menos de 5%

• STEPHEN RAYMOND STELLJES

  PRESIDENT OF CLIENT SERVICES posee menos de 5%

• STEPHEN THOMAS SADLER

  MANAGING DIRECTOR AND SENIOR WEALTH ADVISOR posee menos de 5%

• TERRI ANN FEENEY

  CHIEF FINANCIAL OFFICER posee menos de 5%

• VINCENT JOSEPH GRATCH

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• FOCUS FINANCIAL PARTNERS INC.

  MEMBER posee 75% o más

• FOCUS FINANCIAL PARTNERS, LLC

  MEMBER posee 75% o más

• FIDELITY BROKERAGE SERVICES LLC
  Estados Unidos
• MORGAN STANLEY SMITH BARNEY LLC
  Estados Unidos

• Sirios Capital Management LP
• Eventide Asset Management LLC
• Summit Partners Credit Advisors LP
• Bain Capital Ventures LP
• Guidance Point Advisors LLC
• Veriti Management LLC
• Method Advisors LLC
• Nutter Investment Advisors Limited Partnership
• Beacon Investment Management LLC
• MAST Capital Management LLC

• The Colony Group LLC: A Q3 2022 vs. Q4 2022 13F Holdings Comparison
• Colony Capital Acquires Digital Bridge Holdings for $325 Million and Announces Planned Strategic Initiatives to Become the Premier Platform for Digital Infrastructure and Real Estate
• Harvest Capital Management To Join Focus Partner Firm The Colony Group
• Kathryn Collings Joins Focus Partner Firm The Colony Group

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