COLONY FAMILY OFFICES, LLC
SEC file number 801-77764
· CHARLOTTE, NC
https://colonyfamilyoffices.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$2.60B
Discretionary AUM
$2.55B
Employees
14
Clients
—
Firm
- Address
- 4250 CONGRESS STREET
CHARLOTTE, NC 28209 - Phone
- —
- Website
- https://colonyfamilyoffices.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- Colony Hills Capital, LLC Low name-match confidence · CIK 1542433 · MA
- Colony Port Investors LLC Low name-match confidence · CIK 2052121 · MI
- CREI Colony Land Acquisition III, LP Low name-match confidence · CIK 2130395 · TX
- CREI Colony Land Acquisition, LP Low name-match confidence · CIK 2110480 · TX
- CS1031 Colony at Centerpointe Apartments, DST Low name-match confidence · CIK 2142183 · VA
- JVEC Colony Retail LLC Low name-match confidence · CIK 2066435 · TX
- KEY COLONY FUND LP Low name-match confidence · CIK 1107345 · AR
-
CS1031 Colony at Centerpointe Apartments, DST · D · Jun 24, 2026$43M
-
CREI Colony Land Acquisition III, LP · D · Apr 16, 2026$7M
-
CREI Colony Land Acquisition, LP · D · Feb 10, 2026$7M
-
Colony Hills Capital, LLC · D/A · Jan 23, 2026$6M
-
JVEC Colony Retail LLC · D · May 5, 2025$4.8M
-
KEY COLONY FUND LP · D/A · Mar 27, 2025
-
Colony Hills Capital, LLC · D/A · Feb 14, 2025$6M
-
Colony Hills Capital, LLC · D · Jan 23, 2025$6M
-
Colony Port Investors LLC · D · Jan 15, 2025$450K