{
  "crd_number": 158829,
  "slug": "collega-capital-management-158829",
  "primary_business_name": "COLLEGA CAPITAL MANAGEMENT",
  "legal_name": "COLLEGA CAPITAL MANAGEMENT, S.R.L.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-07-10",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 81400000.0,
  "raum_discretionary": 6700000.0,
  "raum_non_discretionary": 74700000.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 78900000.0,
      "count": 6
    },
    "corporations_other_businesses": {
      "raum": 2500000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://collegacapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158829",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/collega-capital-management-158829",
  "display_name": "Collega Capital Management",
  "summary": "Collega Capital Management is an SEC-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Collega Capital Management (CRD 158829): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Collega Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Collega Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Collega Capital Management charge?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 states: Hourly rate: $300 an hour (the firm's hourly rate). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Collega Capital Management registered with the SEC or a state?",
      "a": "Collega Capital Management is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158829."
    },
    {
      "q": "How much does Collega Capital Management manage?",
      "a": "Collega Capital Management reports $81,400,000 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (8% discretionary)."
    },
    {
      "q": "How have Collega Capital Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Collega Capital Management: Regulatory assets under management: $63,200,000 in the October 2021 data and $81,400,000 in the October 2026 data, up 29%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Collega Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (6)."
    },
    {
      "q": "Does Collega Capital Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158829"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 63200000.0,
      "total_employees": 2,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 85700000.0,
      "total_employees": 2,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 90200000.0,
      "total_employees": 2,
      "filing_date": "2023-04-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 86000000.0,
      "total_employees": 2,
      "filing_date": "2024-04-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 88200000.0,
      "total_employees": 2,
      "filing_date": "2025-04-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 81400000.0,
      "total_employees": 2,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (the firm's hourly rate)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (the firm's hourly rate)"
        ],
        "quotes": [
          "some clients may be offered a rate as low as US$100/hr, or as high as $300/hr, depending on a series of factors."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "the firm's hourly rate"
        }
      ]
    },
    "quotes": [
      "some clients may be offered a rate as low as US$100/hr, or as high as $300/hr, depending on a series of factors."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/collega-capital-management-158829.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6,
      "fewer_than_5": false,
      "raum": 78900000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2500000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158829",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}