C
Colemma Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$386,557
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$96,639
About
Colemma Asset Management LLC provides discretionary asset management to individual clients, including high‑net‑worth individuals, delivering ongoing portfolio management tailored to each client's stated goals and restrictions. The firm handles investment selection, asset allocation, and portfolio monitoring while documenting client objectives and any client‑imposed limitations.
Investment decisions are informed by fundamental analysis and may emphasize long‑term purchases, with strategies set according to each client's time horizon and risk tolerance. Colemma operates with discretionary trading authority, conducts quarterly account reviews, and monitors portfolios for rebalancing and potential tax‑loss harvesting opportunities.
The firm is very small and recently established, managing $386,557 in discretionary assets for four clients and operating as a single‑advisor practice whose principal maintains a substantial outside role in the healthcare sector. Unlike many peers, Colemma does not aggregate trades across client accounts, may receive economic benefits from custodians, and does not vote client proxies (clients receive and vote their own proxy materials).
Client services
Portfolio management
Expertise
Wealth management
Fee options
1% annually
Main office location
Colemma Asset Management LLC
Norwood MA, United States
Number of offices
1
Most active in
Colemma Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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