COLLWICK FUNDS GP, LLC

101 South Tryon Street
Suite 2660
Charlotte, North Carolina 28280
Tel: 704-243-9468

About COLLWICK FUNDS GP, LLC

COLLWICK FUNDS GP, LLC, formally registered with the SEC as COLLWICK FUNDS GP, LLC. The firm was established in 07/25/2019. They have over 1 offices throughout the country.

COLLWICK FUNDS GP, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $319,131,757 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162923
SEC#	801-117065
Assets Managed by Firm	$319,131,757
No. of Clients	1
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$319,131,757

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