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Managing Director · Colrain Capital LLC

Peter R. Blum

CRD 831540 · Named on Form ADV at one SEC-registered adviser

At a glance

Colrain Capital LLC, an SEC-registered wealth manager based in Boston, MA with $222 million in regulatory assets, lists Peter R. Blum on its Form ADV as Managing Director, a control person.

Firms and roles

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Peter’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.