Colchester Global Investors
advisor19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #2804 of mapped providers
Assets under administration$12.9B0.0%Market share · rank #1052
Fees received$637,213Median $60,139/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Colchester Global Investors plan look like?
Service mix · median fees per plan
Count of plans where Colchester Global Investors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (plan)Code 27 | 2 | $60,236 | |
Investment management fees paid directly by planCode 51 | 2 | $253,653 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 1 | $9,435 |
Competitor overlap
Percent of Colchester Global Investors's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Colchester Global Investors.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Colchester Global Investors; not this year.
| Sponsor | To | Assets |
|---|---|---|
GREIF PACKAGING LLCOH · 363268123-002 | WTW | $520M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $447,167 | 10y | 1 |
WHITE & CASE LLPNY · 135605970-007 | $280M | 451 | $83,262 | 5y | - |
WHITE & CASE LLPNY · 135605970-006 | $163M | 633 | $37,210 | 5y | - |
WEST VIRGINIA LABORERSWV · 550772123-001 | $157M | 14,955 | $60,139 | 3y | - |
PHIPPS HOUSESNY · 111187480-001 | $53M | 307 | $9,435 | 8y | - |
Flag exposure
80.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (19)
Raw Schedule C names collapsed into Colchester Global Investors.
- BGI - GLOBAL MARKET INSIGHTS
- BGI RUSSELL 3000 INDEX FUND
- BGI-BLACKROCK INST.TRUST CO, N.A.
- BGI-BLACKROCK INSTITUTIONAL TRUST
- BGO-NEW TOWER TRUST COMPANY
- BGW CPA, PLLC
- COLCHESTER
- COLCHESTER GLOBAL BOND FUND
- COLCHESTER GLOBAL BOND GROUP TRUST
- COLCHESTER GLOBAL INVESTORS
- COLCHESTER GLOBAL INVESTORS INC.
- COLCHESTER GLOBAL INVESTORS LIMITED
- COLCHESTER GLOBAL INVESTORS LMTD
- COLCHESTER GLOBAL INVESTORS LTD
- COLCHESTER GLOBAL INVESTORS LTD.
- COLCHESTER GLOBAL INVESTORS, INC.
- COLCHESTER GLOBAL INVESTORS, LTD
- COLCHESTER GLOBAL INVESTORS, LTD.
- THE COLCHESTER LOCAL MARKET DEBT FU
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Colchester Global Investors's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 1 | 20.00% | 0.00% | +20.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Colchester Global Investors. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Colchester Global Investors's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Meyer Unkovic & Scott LLP | 1 | 20.0% |
| O'Donoghue & O'Donoghue LLP | 1 | 20.0% |
| Seyfarth Shaw LLP | 1 | 20.0% |
| Smith Gambrell & Russell, LLP | 1 | 20.0% |