# Collega Capital Management

> 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.

- CRD: 158829
- Filed as: COLLEGA CAPITAL MANAGEMENT
- Legal name: Collega Capital Management, S.R.L.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158829
- AdvisorCensus page: https://advisorcensus.com/firm/collega-capital-management-158829

## Quick answers

**How is Collega Capital Management compensated?**
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).

**How much does Collega Capital Management charge?**
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.

**Is Collega Capital Management registered with the SEC or a state?**
Collega Capital Management is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158829.

**How much does Collega Capital Management manage?**
Collega Capital Management reports $81,400,000 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (8% discretionary).

**How have Collega Capital Management's assets and staff changed since 2021?**
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.

**What types of clients does Collega Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does Collega Capital Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Hourly rate: $300 an hour (the firm's hourly rate)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $81,400,000
- Discretionary: $6,700,000
- Non-discretionary: $74,700,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 6 | $78,900,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- collegacapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $63,200,000 | 2 | March 31, 2021 |
| October 2022 | $85,700,000 | 2 | March 31, 2022 |
| October 2023 | $90,200,000 | 2 | April 2, 2023 |
| October 2024 | $86,000,000 | 2 | April 1, 2024 |
| October 2025 | $88,200,000 | 2 | April 14, 2025 |
| October 2026 | $81,400,000 | 2 | April 1, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Collega Capital Management (CRD 158829): Form ADV filing data as of October 2026.