Colliers Securities LLC

Robert A. Stanger has been Chairman & CEO since the firm's founding around 2005. He previously led Stanger & Company, a real estate investment bank. David A. Levine serves as President. Investment and placement decisions are made by the leadership team, subject to the firm's RIA compliance framework.

Colliers Securities sources deals primarily through its relationship with Colliers International's global real estate network and through direct sponsor relationships. The firm acts as a placement agent for non-traded REITs, BDCs, and private credit funds, often receiving deal flow from sponsors seeking to raise capital through the retail and institutional distribution channels Colliers manages.

Colliers Securities is a registered investment advisor (RIA) and broker-dealer. It is not a family office. The firm manages client capital through private placements and advisory services, but its structure as a subsidiary of Colliers International Group aligns more with a specialized capital markets intermediary than a wealth manager or family office.

Public records do not indicate that Colliers Securities makes proprietary investments alongside its clients. The firm's model is primarily fee-based advisory and placement rather than co-investment. Colliers Securities may occasionally invest in funds it places, but such activity is not a core part of its disclosed business model.

Colliers Securities focuses on private placements for non-traded REITs, BDCs, and private credit funds, which are typically closed-end or interval vehicles. These are not traditional venture or growth-stage investments. The firm's deals are generally in the $100M to $1B range and target institutional and accredited retail investors.

Colliers Securities does not publicly disclose any explicit avoidance list. Its disclosed activity strongly suggests a focus on real estate and alternative assets — it does not appear active in venture capital, private equity, or public equities. The firm's filings with the SEC indicate it is not a registered fund manager for traditional hedge funds or mutual funds.

Colliers Securities itself does not manage a single source of wealth. As a subsidiary of Colliers International Group (TSX: CIGI), the firm is owned by public shareholders. Its revenue comes from placement fees, advisory fees, and commissions on private placements — not from managing a concentrated family fortune.