Colony Capital Management, LLC

Colony Capital Management, LLC is a registered investment adviser based in Atlanta, Georgia, founded in March 2004 by Atlantic Investment Company. The firm specializes in providing continuous management services to various clients, including individuals, high net worth individuals, trusts, estates, charitable institutions, and corporate retirement plans. Colony offers investment products such as the Colony Balanced Portfolio and the Colony Capital Strategies, with assets under management totaling approximately $53.5 million as of December 31, 2024. The Colony Capital Strategies include diversified portfolios like Growth Equity, Balanced, and Diversified Income, focusing on a diversified approach to investing in common and preferred stocks, bonds, mutual funds, and other income-producing securities. For clients, Colony charges advisory fees based on the specific investment strategy chosen, with fees billed quarterly and subject to negotiation. The firm does not charge performance-based fees and requires a minimum account size of $500,000 for its services. Colony exercises investment discretion over client accounts, managing assets on a discretionary basis. The firm's investment philosophy involves identifying small and mid-size U.S. companies meeting specific qualitative and quantitative criteria to achieve long-term performance. Clients are urged to review account statements for accuracy and are provided with performance reports quarterly. Colony emphasizes ethical conduct, best execution practices, and risk management in its investment strategies.