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Colmore provides real time investor insight and fund services to the private asset community. Using cutting edge technology, we monitor over $2 Trillion in portfolio company assets, servicing over 1,400 limited partners.

After 25 years within a global asset manager, Colmore launched in January 2017 to provide the private asset community with more data, more insight.

We are proud to be one of the largest independent service providers for limited partner reporting and portfolio monitoring. Our team is our greatest asset, and they are located in Birmingham (UK), the United States and Switzerland.

Our experience within a global asset manager has led us to develop our proprietary portal, Helios. Through Helios, we introduce a paradigm shift in the delivery of portfolio reporting: real time and on demand. We are on an exciting journey, come with us.

Premium & Tailored Services

The Colmore team has extensive experience in providing premium services for complex mandates and vehicle structures. These capabilities have been honed over many years across several jurisdictions, while serving some of the world’s largest and most demanding investors.

Advanced Technology

Colmore invests in cutting-edge technology to provide a powerful and fully customizable online platform. Accessible 24/7, it provides bespoke and on demand data, custom-built for servicing private asset investments. Our advanced client web portal offers an unparalleled, real time look-through of portfolio assets and access to advanced analytical tools.

Our DNA

  • 95% of our team have worked at a GP/LP
  • 50+ professionals
  • CPAs, CFAs,  ACCA, CAIA, ACA and super engineers

Our Commitment

At Colmore, we do business the right way: transparent pricing, sensible contract negotiations and fast delivery. We have a partnership approach, it’s the core of who we are. When we say partnership, we mean it. As a part of the Colmore client family, you will have a direct say in many important aspects of our evolution. For example, join our technology steering committee and help influence the direction of our platform.

Please contact us for more information by clicking here.