# THE COLONY GROUP, LLC

THE COLONY GROUP, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 111806
- Type: SEC-registered investment adviser
- SEC file number: 801-27451
- Location: 2 ATLANTIC AVENUE, BOSTON, MA, 02110
- Phone: 617-723-8200
- Latest filing: 2011-08-01
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $45.3M
- Clients: 11
- Accounts: 1,697

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| RAIMONDI PETER JOHN | CHIEF EXECUTIVE OFFICER AND PRESIDENT; CHIEF EXECUTIVE OFFICER & CHAIRMAN OF THE BOARD; DIRECT OWNER (+2 more) | — |
| NATHANSON MICHAEL JEFFREY | CHIEF FINANCIAL OFFICER AND GENERAL COUNSEL; MANAGER, CEO & PRESIDENT; MANGER, CEO, PRESIDENT, & CFO (+2 more) | — |
| HALSEY JOHN ROBERT | EXEC VP - CHIEF OPERATING OFFICER; EXEC VP, CHIEF OPERATING OFFICER; VICE PRESIDENT - OPERATIONS (+1 more) | — |
| GRATCH VINCENT JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR OF OPERATIONS; COMPLIANCE OFFICER | — |
| DAVIS RICHARD ROS | CHIEF INVESTMENT OFFICER; PRESIDENT OF COLONY INVESTMENT MANAGEMENT | — |
| KATZ BRIAN WILLIAM | CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR/SENIOR PORTFOLIO MANAGER | — |
| HAMILTON KIRBY ALAN | DIRECT OWNER; DIRECT OWNER AND CHAIRMAN EMERITUS; MANAGER - CHAIRMAN OF THE BOARD (+1 more) | — |
| SADLER STEPHEN THOMAS | MANAGER & PRESIDENT OF COLONY WEALTH MANAGEMENT; MANAGER, PRESIDENT OF COLONY WEALTH MANAGEMENT; PRESIDENT OF COLONY WEALTH MANAGEMENT (+1 more) | — |
| TALBOT ELISABETH LOUISE | ACTING CHIEF INVESTMENT OFFICER/SR. FINANCIAL COUNSELOR; EXECUTIVE DIRECTOR & CHIEF MARKET STRATEGIST; MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT (+1 more) | — |
| CROWLEY KEVIN DANIEL | VICE PRESIDENT OF BUSINESS DEVELOPMENT; VICE PRESIDENT OF BUSINESS DEVELOPMENT & MANAGING DIRECTOR OF FLORIDA OFFICES; V.P. OF BUSINESS DEVELOPMENT | — |
| STELLJES STEPHEN R | MANAGING DIRECTOR OF COLONY WEALTH MANAGEMENT; VICE PRESIDENT OF BUSINESS DEVELOPMENT | — |
| HIEKEN SETH PAUL | MANAGING DIRECTOR OF COLONY INVESTMENT MANAGEMENT; SENIOR PORTFOLIO MANAGER | — |
| BRADLEY GINA KULIG | CFO & GENERAL COUNSEL; GENERAL COUNSEL | — |
| FARRAR AUSTIN H | SENIOR FINANCIAL COUNSELOR | — |
| HIEKEN SETH | SENIOR PORTFOLIO MANAGER | — |
| HAMILTON KIRBY A | DIRECT OWNER | — |
| FARRAR AUSTIN | SENIOR FINANCIAL COUNSELOR | — |
| WILKINSON CHERYL LYNNE | SENIOR FINANCIAL COUNSELOR | — |
| KATZ BRIAN | PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111806/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111806/similar
- Related entities: https://search.stillhousedata.com/firm/111806/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111806

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.