Colbert Investment Management Co
● SEC registered since 1997CRD 108642SEC# 801-54716Miami, FL
Reg. AUM
$295.8M
Employees
3
Accounts
144
Location
Miami, FL
Colbert Investment Management Co assets under management
Colbert Investment Management Co operates as an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 1997. It reports $295.8 million in regulatory assets under management and employs 3 people.
Colbert Investment Management Co owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Karim Armand Control | President, Chief Compliance Officer | Over 75% | 1997 |
Frequently asked questions
How much does Colbert Investment Management Co manage?
Colbert Investment Management Co reports $295.8 million in regulatory assets under management on its Form ADV.
How many employees does Colbert Investment Management Co have?
Colbert Investment Management Co reports 3 employees.
Where is Colbert Investment Management Co located?
Colbert Investment Management Co is based in Miami, FL and has been SEC-registered since 1997.
Does Colbert Investment Management Co disclose fund performance?
Colbert Investment Management Co is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3520 Mary Street, Suite 202, Miami, FL 33133 |
| Phone | 305-416-9996 |
| Fax | 305-400-9994 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$295.8M▲ 54%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$295.8Mregulatory AUM
Discretionary $295.8M