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Colchester Investment Counsel LLC (Ridgefield)


Colchester Investment Counsel LLC is an adviser based in Ridgefield. It manages $54 million of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2006.

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Colchester Investment Counsel provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Colchester Investment Counsel: assets under management

The assets under management (AUM) of Colchester Investment Counsel LLC is $54 million. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.35 million in discretionary accounts and $3.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $740.43 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $456.02 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Colchester Investment Counsel LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ridgefield

The principal office where Colchester Investment Counsel LLC performs its advisory services is located at 456 Main Street, Ridgefield, CT 06877, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203.438.0046. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.colchesteric.com.


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