Collar Capital Management, LLC
● SEC registered since 2024CRD 152325SEC# 801-130159Appleton, WI
Reg. AUM
$176.3M
Employees
3
Accounts
297
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 $176.3 million in regulatory assets under management and employs 3 people.
Collar Capital Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Daniel Collar Control | Managing Member And Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Collar Capital Management, LLC manage?
Collar Capital Management, LLC reports $176.3 million in regulatory assets under management on its Form ADV.
How many employees does Collar Capital Management, LLC have?
Collar Capital Management, LLC reports 3 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
| Address | 100 West Lawrence St., Suite 418, Appleton, WI 54911 |
| Phone | 920-830-1556 |
| Fax | 920-273-2712 |
| Office hours | 8a.m.-4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$176.3M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$176.3Mregulatory AUM
Discretionary $166.3MNon-discretionary $9.9M