C
Coleman River Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,697,588
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
17
71% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
TypicalAverage account size
$452,799
About
Coleman River Capital LLC provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, foundations, corporations, partnerships, pension and profit-sharing plans, and pooled investment vehicles. The firm acts as general partner and manager of Southern Avenue Partners, L.P., a private fund offered by private placement, and also manages separately managed accounts.
The firm’s sole portfolio manager employs a concentrated long/short approach to U.S. equities, exchange-traded funds and listed options, using both technical and fundamental analysis and occasionally engaging in short-term trading, margin transactions and day trading. CRC customizes portfolios through investment policy statements and typically exercises discretionary trading authority while targeting accredited or qualified investors for certain arrangements.
Distinctive aspects include being a single-advisor independent firm that also serves as adviser and general partner to a private pooled vehicle and manages pooled vehicles side-by-side with separate accounts. The brochure discloses the use of performance-based fee arrangements for qualified clients, the potential for substantial notional leverage through listed options, and trade custody and execution routed through Interactive Brokers, with described procedures to address allocation and potential conflicts between the fund and other client accounts.
Client services
Portfolio management
Expertise
Concentrated stock management
Options & derivatives strategies
Fee options
Negotiable from 0.00% to 50.00% of account performance above high-water mark; charged quarterly or annually to Qualified Clients
Account minimum: $1,000,000
Main office location
Coleman River Capital LLC
Dallas TX, United States
Number of offices
1
Most active in
Coleman River Capital LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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