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Colony Family Offices, LLC

● SEC registered since 2013CRD 167017SEC# 801-77764Charlotte, NC
Export (members)
Reg. AUM
$2.99B
Employees
15
Accounts
989
Location
Charlotte, NC

Colony Family Offices, LLC assets under management

Colony Family Offices, LLC is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2013. It reports $3 billion in regulatory assets under management and employs 15 people.

Colony Family Offices, LLC owners & executives

6 reported
NameTitleOwnershipSince
Eric Dean Ridenour ControlManaging Director / Chief Compliance Officer25-50%2013
Eric Dean Ridenour ControlTrustee25-50%2020
Ridenour 2020 Irrevocable TrustOwner25-50%2020
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Frequently asked questions

How much does Colony Family Offices, LLC manage?

Colony Family Offices, LLC reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Colony Family Offices, LLC have?

Colony Family Offices, LLC reports 15 employees.

Where is Colony Family Offices, LLC located?

Colony Family Offices, LLC is based in Charlotte, NC and has been SEC-registered since 2013.

Does Colony Family Offices, LLC disclose fund performance?

Colony Family Offices, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4250 Congress Street, Suite 175, Charlotte, NC 28209
Phone704-285-7300
Fax704-285-7301
Office hours9:00a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.93B
Non-discretionary$58.6M
Total (RAUM)$2.99B