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Collegiate Capital Management

EST. AUM
$652,988,757

CONTACTS
3

CLIENT ACCOUNTS
1,992

Firm Details

Metro area Raleigh
CRD Number 118205
Website collegiatecapital.com
Client types

Overview

Collegiate Capital began by managing investment accounts for university faculty and staff and has expanded to serve household portfolios, corporations, charitable organizations, closely held company retirement plans, endowments, and trusts. The firm’s team has experience in various fields, including engineering, finance, and biopharmaceuticals, allowing it to address the complexities of employer plans and nonretirement assets across different industries and incorporate these into financial portfolio strategies.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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