COLEGERBER

Legal name: COLEGERBER LTD.

CRD 344544File 801-137567

APPROVED

Disclosure events

Filing as of Sep 21, 2026

Feed vintage Oct 29, 2026

Discuss this firm

Regulatory AUM

$100K

Bottom 25% of cohort (national)

Discretionary AUM

$100K

Clients

1 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Oct 28, 2026
Principal office: 1905 LAKESHIRE DR, WALNUT CREEK, CA, 94595
Phone: 1-925-297-9465
Website: http://www.colegerber.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $100K
Discretionary AUM: $100K
Non-discretionary AUM: $0
Discretionary accounts: 1
Non-discretionary accounts: 0
Total accounts: 1
AUM per client: $100K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	1	$100K

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for investment companies

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11H2

Fees as stated in brochure

ADV Part 2A Item 5

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Filed changes

Date	Field	From	To	Change
Oct 29, 2026	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “COLEGERBER” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COLEGERBER” may also match similarly-named firms). Confirm identity against each filing.

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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.