AdvisorCensus / Financial advisors / New York / New York / Coller EQT
Coller EQT is an SEC-registered investment advisory firm in New York, NY, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 18, 2026.
Quick answers
From the filingHow is Coller EQT compensated?
On its Form ADV (Item 5.E, October 2026), Coller EQT reports these compensation arrangements: other.
Where is Coller EQT located?
Coller EQT's principal office is in New York, NY, according to its Form ADV.
Is Coller EQT registered with the SEC or a state?
Coller EQT is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 158102.
How much does Coller EQT manage?
Coller EQT reports $11,952,891,545 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (0% discretionary).
How have Coller EQT's assets and staff changed since 2021?
In the Form ADV data for Coller EQT: Regulatory assets under management: $4,969,059,157 in the October 2021 data and $11,952,891,545 in the October 2026 data, up 141%. Total employees: 42 in October 2021 and 67 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Coller EQT serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (33).
Does Coller EQT 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/158102
What changed in Coller EQT's recent Form ADV filings?
In the October 2026 filing data: Added the business name Coller EQT. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated July 2, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$11,952,891,545 as of October 2026, filing dated September 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Coller Capital Inc
- Also doing business as
- COLLER EQT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 67. Performing investment advisory functions: 25.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $11,952,891,545 | 67 | September 18, 2026 |
| October 2025 | $9,003,495,872 | 59 | June 27, 2025 |
| October 2024 | $6,782,619,327 | 62 | June 28, 2024 |
| October 2023 | $6,309,719,711 | 50 | June 29, 2023 |
| October 2022 | $6,633,833,675 | 43 | June 29, 2022 |
| October 2021 | $4,969,059,157 | 42 | June 29, 2021 |
Regulatory assets under management: $4,969,059,157 in the October 2021 data and $11,952,891,545 in the October 2026 data, up 141%.
Total employees: 42 in October 2021 and 67 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Added the business name Coller EQT.
- Updated its list of owners and control persons (Schedule A).
- August 2026
- Regulatory assets under management went from $9,003,495,872 to $11,952,891,545 (+33%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Coller EQT (CRD 158102): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/coller-eqt-new-york-ny-158102