Colonial River Investments, LLC
● SEC registered since 2018CRD 284839SEC# 801-113243Midlothian, VA
Reg. AUM
$464.4M
Employees
21
Accounts
1,799
Location
Midlothian, VA
Colonial River Investments, LLC assets under management
Colonial River Investments, LLC is a registered investment adviser overseen by the SEC based in Midlothian, VA. The firm has been registered since 2018. It reports $464.4 million in regulatory assets under management and employs 21 people.
Colonial River Investments, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Devin J Garofalo Control | Member, President And Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Colonial River Investments, LLC manage?
Colonial River Investments, LLC reports $464.4 million in regulatory assets under management on its Form ADV.
How many employees does Colonial River Investments, LLC have?
Colonial River Investments, LLC reports 21 employees.
Where is Colonial River Investments, LLC located?
Colonial River Investments, LLC is based in Midlothian, VA and has been SEC-registered since 2018.
Does Colonial River Investments, LLC disclose fund performance?
Colonial River Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 340 Browns Hill Court, Midlothian, VA 23114 |
| Phone | (804) 335-1200 |
| Fax | 757-599-9220 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1845859 |
| Discloses disciplinary history | No |
Regulatory AUM
$464.4M▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$464.4Mregulatory AUM
Discretionary $464.4M