SourcingSourcing

COLBERT INVESTMENT MANAGEMENT CO

B61
CRD 108642·SEC 801-54716·MIAMI, FL
AUM
$295.8M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$888K
@ 30% margin
Est. Deal Value
$7.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLBERT INVESTMENT MANAGEMENT CO
CRD
108642
SEC file #
801-54716
EIN
—
DBA names
—

Economics

AUM
$295.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$227.0M → $295.8M▲ +30%
Client mix
Individuals High Net Worth143
Sovereign Wealth Funds1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
linkedin.com/company/colbertinvestmentmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARMAND, KARIM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ARMAND, KARIM
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:colbert.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1387270
Trust Company Affiliate
No

People (2)

2
ARMAND, KARIM
IAR · Direct Owner · 87.5%
1387270
AINO J P WIENER
IAR
3212816