# Koller Capital LLC

> Koller Capital LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 313498
- Filed as: KOLLER CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313498
- AdvisorCensus page: https://advisorcensus.com/firm/koller-capital-llc-313498

## Quick answers

**How is Koller Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Koller Capital LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Koller Capital LLC registered with the SEC or a state?**
Koller Capital LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 313498.

**How much does Koller Capital LLC manage?**
Koller Capital LLC reports $20,112,668 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**What types of clients does Koller Capital LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Koller Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313498

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $20,112,668
- Discretionary: $20,112,668
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $992,628 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $19,120,040 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Koller Capital LLC (CRD 313498): Form ADV filing data as of October 2026.