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Colefp registers with the SEC
New SEC-registered adviser · CRD 132562 · 801-137654 · effective 2026-10-30
Effective 2026-10-30. 2 employees (2 advisory), $102M regulatory AUM across 271 accounts. Notice-filed in AL, LA, TX, FL. Corporation (AL).
Has custody
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Private funds and their service providers
Schedule D, Section 7.B.(1) of the adviser's Form ADV: every private fund it reports, with the auditor, administrator, custodian and prime broker named for each.
This adviser reports no private funds on Form ADV.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance