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COLBERT INVESTMENT MANAGEMENT CO
CRD 108642 · SEC 801-54716
3520 MARY STREET, SUITE 202, MIAMI, FL, 33133, United States
Phone
305-416-9996
Fax
305-400-9994
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$295.8M
Discretionary AUM
$295.8M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 143 | $59.4M |
| Sovereign wealth funds | 1 | $236.5M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD