SEC-Registered Investment Adviser
Colarion
Legal name: Colarion LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 20, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 31, 2024
- Principal office
- 2914 Cahaba Village Place, Mountain Brook, AL 35243
- Organized as
- Limited Liability Company, AL
- Fiscal year end
- December
- Other offices
- 1
Scale
- Regulatory AUM
- $188.3M
- Discretionary / non-discretionary
- $185.6M / $2.7M
- Accounts
- 148
- Clients
- 0
- Employees
- 3, 3 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $8.2M
- Fund types
- 1 hedge funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $2.9M reported sold across them
- Client assets in custody
- $8.2M (1 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, publication of periodicals or newsletters and educational seminars or workshops
- Compensated by
- a percentage of assets under management
- Client types
- individuals (other than high net worth) (41); high net worth individuals (54); pooled investment vehicles (1); charitable organizations; corporations or other businesses
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 20, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.