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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 7, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRADLEY, GINA, KULIG | I | GENERAL COUNSEL | NA | Control |
| BRADLEY, GINA, KULIG | I | GENERAL COUNSEL | NA | Control |
| BRADLEY, GINA, KULIG | I | CFO & GENERAL COUNSEL | NA | Control |
| BRADLEY, GINA, KULIG | I | CFO & GENERAL COUNSEL | NA | Control |
| BRADLEY, GINA, KULIG | I | CFO & GENERAL COUNSEL | NA | Control |
| BRADLEY, GINA, KULIG | I | CFO & GENERAL COUNSEL | NA | Control |
| BRADLEY, GINA, KULIG | I | CFO & GENERAL COUNSEL | NA | Control |
| BRADLEY, GINA, KULIG | I | CFO & GENERAL COUNSEL | NA | Control |
| BRADLEY, GINA, KULIG | I | GENERAL COUNSEL | NA | Control |
| BRADLEY, GINA, KULIG | I | CFO & GENERAL COUNSEL | NA | Control |
| BRADLEY, GINA, KULIG | I | GENERAL COUNSEL | NA | Control |
| BRADLEY, GINA, KULIG | I | GENERAL COUNSEL | NA | Control |
| BRADLEY, GINA, KULIG | I | GENERAL COUNSEL | NA | Control |
| BRADLEY, GINA, KULIG | I | GENERAL COUNSEL | NA | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| DAVIS, RICHARD, ROS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIS, RICHARD, ROS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIS, RICHARD, ROS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIS, RICHARD, ROS | I | PRESIDENT OF COLONY INVESTMENT MANAGEMENT | NA | Control |
| DAVIS, RICHARD, ROS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DAVIS, RICHARD, ROS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| GRATCH, VINCENT, JOSEPH | I | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR OF OPERATIONS | NA | Control |
| HALSEY, JOHN, ROBERT | I | EXEC VP - CHIEF OPERATING OFFICER | NA | Control |
| HALSEY, JOHN, ROBERT | I | EXEC VP - CHIEF OPERATING OFFICER | NA | Control |
| HALSEY, JOHN, ROBERT | I | EXEC VP - CHIEF OPERATING OFFICER | NA | Control |
| HALSEY, JOHN, ROBERT | I | EXEC VP - CHIEF OPERATING OFFICER | NA | Control |
| HALSEY, JOHN, ROBERT | I | EXEC VP - CHIEF OPERATING OFFICER | NA | Control |
| HALSEY, JOHN, ROBERT | I | EXEC VP - CHIEF OPERATING OFFICER | NA | Control |
| HALSEY, JOHN, ROBERT | I | EXEC VP - CHIEF OPERATING OFFICER | NA | Control |
| HALSEY, JOHN, ROBERT | I | VICE PRESIDENT - OPERATIONS | NA | Control |
| HALSEY, JOHN, ROBERT | I | VICE PRESIDENT - OPERATIONS | NA | Control |
| HALSEY, JOHN, ROBERT | I | VICE PRESIDENT - OPERATIONS | NA | Control |
| HALSEY, JOHN, ROBERT | I | V. P. OPERATIONS | NA | Control |
| HALSEY, JOHN, ROBERT | I | EXEC VP - CHIEF OPERATING OFFICER | NA | Control |
| HALSEY, JOHN, ROBERT | I | EXEC VP - CHIEF OPERATING OFFICER | NA | Control |
| HALSEY, JOHN, ROBERT | I | EXEC VP - CHIEF OPERATING OFFICER | NA | Control |
| HALSEY, JOHN, ROBERT | I | EXEC VP - CHIEF OPERATING OFFICER | NA | Control |
| HALSEY, JOHN, ROBERT | I | VICE PRESIDENT - OPERATIONS | NA | Control |
| HALSEY, JOHN, ROBERT | I | EXEC VP - CHIEF OPERATING OFFICER | NA | Control |
| HALSEY, JOHN, ROBERT | I | V. P. OPERATIONS | NA | Control |
| HALSEY, JOHN, ROBERT | I | VICE PRESIDENT - OPERATIONS | NA | Control |
| HALSEY, JOHN, ROBERT | I | EXEC VP - CHIEF OPERATING OFFICER | NA | Control |
| HALSEY, JOHN, ROBERT | I | V. P. OPERATIONS | NA | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | NA | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | NA | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | NA | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | NA | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | NA | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | NA | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | NA | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | MANAGING DIRECTOR/SENIOR PORTFOLIO MANAGER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | MANAGING DIRECTOR/SENIOR PORTFOLIO MANAGER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | MANAGING DIRECTOR/SENIOR PORTFOLIO MANAGER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | MANAGING DIRECTOR/SENIOR PORTFOLIO MANAGER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | MANAGING DIRECTOR/SENIOR PORTFOLIO MANAGER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KATZ, BRIAN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STELLJES, STEPHEN, R | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| STELLJES, STEPHEN, R | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| STELLJES, STEPHEN, R | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| STELLJES, STEPHEN, R | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| STELLJES, STEPHEN, R | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| STELLJES, STEPHEN, R | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| STELLJES, STEPHEN, R | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| STELLJES, STEPHEN, R | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | NA | Control |
| STELLJES, STEPHEN, R | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | NA | Control |
| STELLJES, STEPHEN, R | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | NA | Control |
| STELLJES, STEPHEN, R | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | NA | Control |
| STELLJES, STEPHEN, R | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | NA | Control |
| STELLJES, STEPHEN, R | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | NA | Control |
| STELLJES, STEPHEN, R | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | NA | Control |
| STELLJES, STEPHEN, R | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | NA | Control |
| STELLJES, STEPHEN, R | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| STELLJES, STEPHEN, R | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| STELLJES, STEPHEN, R | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| STELLJES, STEPHEN, R | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| STELLJES, STEPHEN, R | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| STELLJES, STEPHEN, R | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | NA | Control |
| STELLJES, STEPHEN, R | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | NA | Control |
| STELLJES, STEPHEN, R | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | NA | Control |
| RAIMONDI, PETER, JOHN | I | PRESIDENT | D | Control |
| RAIMONDI, PETER, JOHN | I | PRESIDENT | D | Control |
| RAIMONDI, PETER, JOHN | I | PRESIDENT | D | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER - CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER - CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER - CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER - CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER - CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER - CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER - CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER & CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER & CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER & CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER & CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER & CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER & CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | DIRECT OWNER | C | Control |
| HAMILTON, KIRBY, ALAN | I | DIRECT OWNER | C | Control |
| HAMILTON, KIRBY, ALAN | I | DIRECT OWNER AND CHAIRMAN EMERITUS | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER & CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER & CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | DIRECT OWNER | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER - CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER - CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER - CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER - CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | DIRECT OWNER AND CHAIRMAN EMERITUS | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER - CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | DIRECT OWNER | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER - CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER & CHAIRMAN OF THE BOARD | C | Control |
| HAMILTON, KIRBY, ALAN | I | MANAGER & CHAIRMAN OF THE BOARD | C | Control |
| RAIMONDI, PETER, JOHN | I | PRESIDENT | C | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANGER, CEO, PRESIDENT, CFO AND GENERAL COUNSEL | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANGER, CEO, PRESIDENT, CFO AND GENERAL COUNSEL | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANGER, CEO, PRESIDENT, CFO AND GENERAL COUNSEL | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANGER, CEO, PRESIDENT, CFO AND GENERAL COUNSEL | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANGER, CEO, PRESIDENT, CFO AND GENERAL COUNSEL | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANGER, CEO, PRESIDENT, & CFO | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANGER, CEO, PRESIDENT, & CFO | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANAGER, CEO & PRESIDENT | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANAGER, CEO & PRESIDENT | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANAGER, CEO & PRESIDENT | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANAGER, CEO & PRESIDENT | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANAGER, CEO & PRESIDENT | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANAGER, CEO & PRESIDENT | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | CHIEF FINANCIAL OFFICER AND GENERAL COUNSEL | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | CHIEF FINANCIAL OFFICER AND GENERAL COUNSEL | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | PRESIDENT, CHIEF FINANCIAL OFFICER & GENERAL COUNSEL | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANAGER, CEO & PRESIDENT | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANAGER, CEO & PRESIDENT | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANGER, CEO, PRESIDENT, CFO AND GENERAL COUNSEL | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANGER, CEO, PRESIDENT, & CFO | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANGER, CEO, PRESIDENT, CFO AND GENERAL COUNSEL | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANGER, CEO, PRESIDENT, CFO AND GENERAL COUNSEL | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | PRESIDENT, CHIEF FINANCIAL OFFICER & GENERAL COUNSEL | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANGER, CEO, PRESIDENT, CFO AND GENERAL COUNSEL | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | CHIEF FINANCIAL OFFICER AND GENERAL COUNSEL | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANGER, CEO, PRESIDENT, & CFO | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANAGER, CEO & PRESIDENT | B | Control |
| NATHANSON, MICHAEL, JEFFREY | I | MANAGER, CEO & PRESIDENT | B | Control |
| RAIMONDI, PETER, JOHN | I | DIRECT OWNER (BUT NON-EMPLOYEE) | B | |
| RAIMONDI, PETER, JOHN | I | DIRECT OWNER (BUT NON-EMPLOYEE) | B | |
| RAIMONDI, PETER, JOHN | I | DIRECT OWNER (BUT NON-EMPLOYEE) | B | |
| RAIMONDI, PETER, JOHN | I | DIRECT OWNER (BUT NON-EMPLOYEE) | B | |
| RAIMONDI, PETER, JOHN | I | DIRECT OWNER (BUT NON-EMPLOYEE) | B | |
| RAIMONDI, PETER, JOHN | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | B | Control |
| RAIMONDI, PETER, JOHN | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | B | Control |
| RAIMONDI, PETER, JOHN | I | CHIEF EXECUTIVE OFFICER & CHAIRMAN OF THE BOARD | B | Control |
| RAIMONDI, PETER, JOHN | I | DIRECT OWNER | B | |
| RAIMONDI, PETER, JOHN | I | DIRECT OWNER (BUT NON-EMPLOYEE) | B | |
| RAIMONDI, PETER, JOHN | I | CHIEF EXECUTIVE OFFICER & CHAIRMAN OF THE BOARD | B | Control |
| RAIMONDI, PETER, JOHN | I | DIRECT OWNER (BUT NON-EMPLOYEE) | B | |
| RAIMONDI, PETER, JOHN | I | CHIEF EXECUTIVE OFFICER AND PRESIDENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER, PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER, PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER, PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER, PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER, PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER, PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER, PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER & PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER & PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER & PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER & PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER & PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER & PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | SENIOR FINANCIAL COUNSELOR | B | Control |
| SADLER, STEPHEN, THOMAS | I | SENIOR FINANCIAL COUNSELOR | B | Control |
| SADLER, STEPHEN, THOMAS | I | SENIOR FINANCIAL COUNSELOR | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER & PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | SENIOR FINANCIAL COUNSELOR | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER & PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | SENIOR FINANCIAL COUNSELOR | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER, PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER, PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER, PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER, PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | SENIOR FINANCIAL COUNSELOR | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER, PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | SENIOR FINANCIAL COUNSELOR | B | Control |
| SADLER, STEPHEN, THOMAS | I | SENIOR FINANCIAL COUNSELOR | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER, PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | SENIOR FINANCIAL COUNSELOR | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER & PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| SADLER, STEPHEN, THOMAS | I | MANAGER & PRESIDENT OF COLONY WEALTH MANAGEMENT | B | Control |
| TALBOT, ELISABETH, LOUISE | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | B | Control |
| TALBOT, ELISABETH, LOUISE | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | B | Control |
| TALBOT, ELISABETH, LOUISE | I | EXECUTIVE DIRECTOR & CHIEF MARKET STRATEGIST | B | Control |
| TALBOT, ELISABETH, LOUISE | I | EXECUTIVE DIRECTOR & CHIEF MARKET STRATEGIST | B | Control |
| TALBOT, ELISABETH, LOUISE | I | EXECUTIVE DIRECTOR & CHIEF MARKET STRATEGIST | B | Control |
| TALBOT, ELISABETH, LOUISE | I | EXECUTIVE DIRECTOR & CHIEF MARKET STRATEGIST | B | Control |
| TALBOT, ELISABETH, LOUISE | I | EXECUTIVE DIRECTOR & CHIEF MARKET STRATEGIST | B | Control |
| TALBOT, ELISABETH, LOUISE | I | EXECUTIVE DIRECTOR & CHIEF MARKET STRATEGIST | B | Control |
| TALBOT, ELISABETH, LOUISE | I | EXECUTIVE DIRECTOR & CHIEF MARKET STRATEGIST | B | Control |
| TALBOT, ELISABETH, LOUISE | I | EXECUTIVE DIRECTOR & CHIEF MARKET STRATEGIST | B | Control |
| TALBOT, ELISABETH, LOUISE | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | B | Control |
| TALBOT, ELISABETH, LOUISE | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | B | Control |
| TALBOT, ELISABETH, LOUISE | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | B | Control |
| TALBOT, ELISABETH, LOUISE | I | EXECUTIVE DIRECTOR & CHIEF MARKET STRATEGIST | B | Control |
| TALBOT, ELISABETH, LOUISE | I | EXECUTIVE DIRECTOR & CHIEF MARKET STRATEGIST | B | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | A | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | A | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT & MANAGING DIRECTOR OF FLORIDA OFFICES | A | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT & MANAGING DIRECTOR OF FLORIDA OFFICES | A | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT & MANAGING DIRECTOR OF FLORIDA OFFICES | A | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT & MANAGING DIRECTOR OF FLORIDA OFFICES | A | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT & MANAGING DIRECTOR OF FLORIDA OFFICES | A | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT & MANAGING DIRECTOR OF FLORIDA OFFICES | A | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT & MANAGING DIRECTOR OF FLORIDA OFFICES | A | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT & MANAGING DIRECTOR OF FLORIDA OFFICES | A | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | A | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | A | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT | A | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT & MANAGING DIRECTOR OF FLORIDA OFFICES | A | Control |
| CROWLEY, KEVIN, DANIEL | I | VICE PRESIDENT OF BUSINESS DEVELOPMENT & MANAGING DIRECTOR OF FLORIDA OFFICES | A | Control |
| FARRAR, AUSTIN, H. | I | SENIOR FINANCIAL COUNSELOR | A | |
| FARRAR, AUSTIN, H. | I | SENIOR FINANCIAL COUNSELOR | A | |
| FARRAR, AUSTIN, H. | I | SENIOR FINANCIAL COUNSELOR | A | |
| FARRAR, AUSTIN, H. | I | SENIOR FINANCIAL COUNSELOR | A | |
| FARRAR, AUSTIN, H. | I | SENIOR FINANCIAL COUNSELOR | A | |
| FARRAR, AUSTIN, H. | I | SENIOR FINANCIAL COUNSELOR | A | |
| FARRAR, AUSTIN, H. | I | SENIOR FINANCIAL COUNSELOR | A | |
| HIEKEN, SETH | I | SENIOR PORTFOLIO MANAGER | A | Control |
| HIEKEN, SETH | I | SENIOR PORTFOLIO MANAGER | A | Control |
| HIEKEN, SETH | I | SENIOR PORTFOLIO MANAGER | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| HIEKEN, SETH, PAUL | I | SENIOR PORTFOLIO MANAGER | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| HIEKEN, SETH, PAUL | I | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT | A | Control |
| TALBOT, ELISABETH, LOUISE | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | A | Control |
| TALBOT, ELISABETH, LOUISE | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | A | Control |
| TALBOT, ELISABETH, LOUISE | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | A | Control |
| TALBOT, ELISABETH, LOUISE | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | A | Control |
| TALBOT, ELISABETH, LOUISE | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | A | Control |
| TALBOT, ELISABETH, LOUISE | I | SENIOR FINANCIAL COUNSELOR | A | Control |
| TALBOT, ELISABETH, LOUISE | I | SENIOR FINANCIAL COUNSELOR | A | Control |
| TALBOT, ELISABETH, LOUISE | I | SENIOR FINANCIAL COUNSELOR | A | Control |
| TALBOT, ELISABETH, LOUISE | I | SENIOR FINANCIAL COUNSELOR | A | Control |
| TALBOT, ELISABETH, LOUISE | I | SENIOR FINANCIAL COUNSELOR | A | Control |
| TALBOT, ELISABETH, LOUISE | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | A | Control |
| TALBOT, ELISABETH, LOUISE | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | A | Control |
| TALBOT, ELISABETH, LOUISE | I | SENIOR FINANCIAL COUNSELOR | A | Control |
| TALBOT, ELISABETH, LOUISE | I | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT | A | Control |
| TALBOT, ELISABETH, LOUISE | I | SENIOR FINANCIAL COUNSELOR | A | Control |
| TALBOT, ELISABETH, LOUISE | I | SENIOR FINANCIAL COUNSELOR | A | Control |
| TALBOT, ELISABETH, LOUISE | I | SENIOR FINANCIAL COUNSELOR | A | Control |
Registrations
Federal
IA
Feb 7, 2007 REGISTERED
Notice Filings (20)
AZ CA CO CT DC DE FL MA MD ME NC NH NJ NY PA RI TN TX VA VT
Address
2 ATLANTIC AVENUEBOSTON, MA 2110
USA
Phone: 617-723-8200