COLAB CAPITAL, LLC · Tank Allocator Loader

← Back to list

COLAB CAPITAL, LLC

UUIDc38ed6fc-49d1-5180-a43a-04ba25b11aad

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:38

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	338182	338182	—	1.0

Profile

Website—

HQ CityNone

HQ StateNone

HQ CountryNone

AUM (USD)—

AUM As OfNone

Aliases:

COLAB CAPITAL adv_part1
COLAB CAPITAL INSURANCE AGENCY adv_part1_schedule_d_6a

People

Name	Title	Role	Email	Evidence
Sutton, Alicia, Heiner	OWNER	OFFICER	—	{"filing_id": "2019146", "owner_id": "8160696", "source": "adv_part1", "table": "Schedule_A_B"}
SUTTON, BRYCE, JAY	CCO & CEO	OFFICER	—	{"filing_id": "2019146", "owner_id": "2789705", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/30/2025 08:24:45 PM",
  "filing_id": "2019146",
  "reg_type": "IA"
}
```