Colrain Capital, founded in 2001, manages investments for both institutions and individuals. Colrain aims to achieve above-average returns while taking less risk than the overall market. Colrain's investment approach involves identifying undervalued stocks through research and analysis, and building diversified portfolios. Clients can request restrictions on certain investments. Colrain does not participate in bundled fee programs.
Assets Under Management$130M
Clients25
AdvisorsN/A
Avg. per Client$5.3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees are separately negotiated and detailed in each client's investment management agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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