Colchester Investment Counsel LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ridgefield, CT. Its latest Form ADV filing, dated March 17, 2026, reports $129M in regulatory assets under management, 3 employees, and 151 accounts.
Assets Under Management
$129M
Employees
3
Offices
--
Total Clients
58
Primary office
RIDGEFIELD, CT
440 MAIN STREET, SUITE R, RIDGEFIELD, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.5% of total clients.
Top client categories% of clientsClients
1
HNWI
65.5%
38
2
Individuals
34.5%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$129Mas of March 17, 2026
Discretionary99.0%
$128M
99% of total RAUM99.0%
Non-discretionary1.0%
$1M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$129M
Total Accounts151
10Y AUM Change+$7M (+5.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee19:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.