THE COLONY GROUP, LLC
CRD #111806 SEC #801-27451 BOSTON, MA 617-723-8200
SEC Registered
Total AUM
$923.1M
Discretionary
$893.3M
Employees
51
Clients
251
Accounts
1,498
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2011 | $1.2B | $1.2B | $45.3M | -- | -- |
| Jul 2011 | $1.2B | $1.2B | $45.3M | -- | -- |
| Jun 2011 | $1.2B | $1.2B | $45.3M | -- | -- |
| Jun 2011 | $1.2B | $1.2B | $45.3M | -- | -- |
| Mar 2011 | $1.2B | $1.2B | $45.3M | -- | -- |
| Mar 2011 | $1.2B | $1.2B | $45.3M | -- | -- |
| Jan 2011 | $1.1B | $1.1B | $45M | -- | -- |
| Oct 2010 | $1.1B | $1.1B | $45M | -- | -- |
| Jul 2010 | $1B | $1B | $44.5M | -- | -- |
| Oct 2009 | $1B | $969.4M | $46.4M | -- | -- |
| Mar 2009 | $998.6M | $983.9M | $14.7M | -- | -- |
| Mar 2008 | $1.1B | $1.1B | $24.9M | 51 | -- |
| Jan 2008 | $1.2B | $1.1B | $24.9M | 51 | -- |
| Dec 2007 | $1.1B | $1.1B | $0 | 51 | -- |
| Nov 2007 | $1.1B | $1.1B | $0 | 51 | -- |
| May 2007 | $963.1M | $963.1M | $0 | 51 | -- |
| Mar 2007 | $963.1M | $963.1M | $0 | 51 | -- |
| Mar 2007 | $965.6M | $935.8M | $29.8M | 51 | -- |
| Feb 2007 | $923.1M | $893.3M | $29.8M | 51 | -- |
| Jan 2007 | $923.1M | $893.3M | $29.8M | 51 | -- |
| Nov 2006 | $923.1M | $893.3M | $29.8M | 51 | -- |
| Jan 2006 | $731.4M | $705.3M | $26.1M | -- | -- |
| Nov 2005 | $731.4M | $705.3M | $26.1M | -- | -- |
| Oct 2005 | $731.4M | $705.3M | $26.1M | -- | -- |
| Sep 2005 | $731.4M | $705.3M | $26.1M | -- | -- |
| May 2005 | $695.3M | $667.9M | $27.4M | -- | -- |
| Apr 2004 | $617M | $543M | $74M | -- | -- |
| Apr 2002 | $479.9M | $444.8M | $35M | -- | -- |
| Mar 2002 | $479.9M | $444.8M | $35M | -- | -- |
| May 2001 | $462.4M | $409.6M | $52.9M | -- | -- |
DateAug 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$45.3M
Employees--
Clients--
DateJul 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$45.3M
Employees--
Clients--
DateJun 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$45.3M
Employees--
Clients--
DateJun 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$45.3M
Employees--
Clients--
DateMar 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$45.3M
Employees--
Clients--
DateMar 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$45.3M
Employees--
Clients--
DateJan 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$45M
Employees--
Clients--
DateOct 2010
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$45M
Employees--
Clients--
DateJul 2010
Total AUM$1B
Discretionary$1B
Non-Disc.$44.5M
Employees--
Clients--
DateOct 2009
Total AUM$1B
Discretionary$969.4M
Non-Disc.$46.4M
Employees--
Clients--
DateMar 2009
Total AUM$998.6M
Discretionary$983.9M
Non-Disc.$14.7M
Employees--
Clients--
DateMar 2008
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.9M
Employees51
Clients--
DateJan 2008
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$24.9M
Employees51
Clients--
DateDec 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees51
Clients--
DateNov 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees51
Clients--
DateMay 2007
Total AUM$963.1M
Discretionary$963.1M
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$963.1M
Discretionary$963.1M
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$965.6M
Discretionary$935.8M
Non-Disc.$29.8M
Employees51
Clients--
DateFeb 2007
Total AUM$923.1M
Discretionary$893.3M
Non-Disc.$29.8M
Employees51
Clients--
DateJan 2007
Total AUM$923.1M
Discretionary$893.3M
Non-Disc.$29.8M
Employees51
Clients--
DateNov 2006
Total AUM$923.1M
Discretionary$893.3M
Non-Disc.$29.8M
Employees51
Clients--
DateJan 2006
Total AUM$731.4M
Discretionary$705.3M
Non-Disc.$26.1M
Employees--
Clients--
DateNov 2005
Total AUM$731.4M
Discretionary$705.3M
Non-Disc.$26.1M
Employees--
Clients--
DateOct 2005
Total AUM$731.4M
Discretionary$705.3M
Non-Disc.$26.1M
Employees--
Clients--
DateSep 2005
Total AUM$731.4M
Discretionary$705.3M
Non-Disc.$26.1M
Employees--
Clients--
DateMay 2005
Total AUM$695.3M
Discretionary$667.9M
Non-Disc.$27.4M
Employees--
Clients--
DateApr 2004
Total AUM$617M
Discretionary$543M
Non-Disc.$74M
Employees--
Clients--
DateApr 2002
Total AUM$479.9M
Discretionary$444.8M
Non-Disc.$35M
Employees--
Clients--
DateMar 2002
Total AUM$479.9M
Discretionary$444.8M
Non-Disc.$35M
Employees--
Clients--
DateMay 2001
Total AUM$462.4M
Discretionary$409.6M
Non-Disc.$52.9M
Employees--
Clients--