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Collar Capital Management, LLC

● SEC registered since 2024CRD 152325SEC# 801-130159Appleton, WI
Export (members)
Reg. AUM
$146.8M
Employees
2
Accounts
269
Location
Appleton, WI

Collar Capital Management, LLC assets under management

Collar Capital Management, LLC is an investment advisory firm registered with the SEC based in Appleton, WI. The firm has been registered since 2024. It reports $146.8 million in regulatory assets under management and employs 2 people.
www.collarcapital.comView on SEC.gov ↗

Collar Capital Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Patrick Daniel Collar ControlManaging Member And Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Collar Capital Management, LLC manage?

Collar Capital Management, LLC reports $146.8 million in regulatory assets under management on its Form ADV.

How many employees does Collar Capital Management, LLC have?

Collar Capital Management, LLC reports 2 employees.

Where is Collar Capital Management, LLC located?

Collar Capital Management, LLC is based in Appleton, WI and has been SEC-registered since 2024.

Does Collar Capital Management, LLC disclose fund performance?

Collar Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 West Lawrence St., Suite 418, Appleton, WI 54911
Phone920-830-1556
Fax920-273-2712
Office hours8a.m.-4p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$146.8M
Non-discretionary$0
Total (RAUM)$146.8M