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COLONY CAPITAL INVESTMENT ADVISORS, LLC
CRD 175506File 801-96214
APPROVED
Custody
Disclosure events
Filing as of May 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$336.2M
Below cohort median (national)
Discretionary AUM
$336.2M
Clients
5
5 accounts
Employees
86
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 2, 2015
- Principal office
- 750 PARK OF COMMERCE DRIVE, SUITE 210, BOCA RATON, FL, 33487
- Phone
- 561-570-4644
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $336.2M
- Discretionary AUM
- $336.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $67.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | 1 | $163.3M |
| Pooled investment vehicles | 4 | $172.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ASSET MANAGEMENT FEES, CUSTOM FEE ARRANGEMENTS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 89 | 86 | decreased by3 |
| Apr 1, 2026 | Clients | 6 | 5 | decreased by1 |
| Apr 1, 2026 | AUM | $533,438,064 | $336,204,726 | decreased by$197,233,338 |
| Apr 1, 2026 | Accounts | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 170 | 89 | decreased by81 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 16 | 6 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,455,420,466 | $533,438,064 | decreased by$921,982,402 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 16 | 6 | decreased by10 |
| Apr 1, 2022 | Employees | 279 | 170 | decreased by109 |
| Apr 1, 2022 | Clients | 39 | 16 | decreased by23 |
| Apr 1, 2022 | AUM | $4,225,275,428 | $1,455,420,466 | decreased by$2,769,854,962 |
| Apr 1, 2022 | Accounts | 39 | 16 | decreased by23 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COLONY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLONY CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.