Private fund adviser · Boca Raton, FL
Colony Capital Investment Advisors, LLC
SEC-registered investment adviser · CRD 175506 · SEC 801-96214
At a glance
Colony Capital Investment Advisors, LLC is an SEC-registered investment adviser based in Boca Raton, Florida, with $336 million in regulatory assets under management as of its Form ADV filed May 1, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,469th of 4,686 private fund advisers and 9,606th of 17,210 SEC-registered advisers by assets.
Main office 561-570-4644digitalbridge.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $336M
- Rank among private fund advisers
- #3,469 of 4,686
- Rank among all SEC RIAs
- #9,606 of 17,210
- Rank in Florida
- #558 of 1,090
- Clients
- 5
- Accounts
- 5
- Discretionary
- 100% of AUM
- Employees
- 86
- Advisory staff
- 1
- Offices
- 3
Owners and executives on its Form ADV
- Marc C. GanziChief Executive Officer and President
- Kristen A. WhealonChief Compliance Officer
- Thomas B. MayrhoferChief Financial Officer and Vice President
Custody and brokerage
Custodian
Colony Capital Investment Advisors, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 4 | $173M | 51% |
| Sovereign wealth funds and foreign official institutions | 1 | $163M | 49% |
Private funds
Colony Capital Investment Advisors, LLC reports 4 private funds with $336M in gross assets: private equity funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Colony Capital Investment Advisors, LLC answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗digitalbridge.com ↗
AtlasMembers
The full record on Colony Capital Investment Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,141 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Colony Capital Investment Advisors, LLC manage?
Colony Capital Investment Advisors, LLC reports $336 million in regulatory assets under management across 5 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 1, 2026.
What kind of firm is Colony Capital Investment Advisors, LLC?
Colony Capital Investment Advisors, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Colony Capital Investment Advisors, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($173 million, 4 clients); sovereign wealth funds and foreign official institutions ($163 million, 1 clients).
Does Colony Capital Investment Advisors, LLC manage private funds?
Yes. It reports 4 private funds with $336 million in gross assets, including private equity funds, real estate funds.
Does Colony Capital Investment Advisors, LLC have any disciplinary history?
Colony Capital Investment Advisors, LLC answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Colony Capital Investment Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →