Applegate & Collatos, Inc is a large advisory firm based in Boston. It manages $2.58 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.
Applegate & Collatos provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Applegate & Collatos, Inc is $2.58 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Applegate & Collatos, Inc for their services and products based on a percentage of assets under management and performance-based fees. 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.
Christopher Thomas Mitchell has been acting as President since 1 Nov 2014. Brion Blackwell Applegate joined the executive team most recently as the Vice President.
The principal office where Applegate & Collatos, Inc performs its advisory services is located at One International Place, 35 Th Floor, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-464-4600 or by fax 617-464-4601. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at spectrumequity.com.