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COLBECK CAPITAL MANAGEMENT, LLC

NEW YORK, NY · CRD 282406 · IAPD ↗ · colbeck.com · +1 (212) 603-2800 (EST)

$1.71BRegulatory AUM
12Advisory reps
20Employees
0Clients
n/aPlanning clients
16Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
January 2025 — COLBECK CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($821.3M -> $1.60B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.