Colombo & Partners

What Colombo & Partners does

Colombo & Partners S.r.l. is a Milan-based advisory boutique founded in 2018 by Claudio Furio Colombo, providing alternative investment advisory services to institutional investors, banks, and Family Offices. The firm operates across two principal asset class verticals — Real Assets (Real Estate, Infrastructure, Natural Resources, Passion Investments) and Private Markets (Private Debt, Trade Finance, Private Equity, Venture Capital) — and supplements these with adjacent modules including Club Deals (€25m+), Private Insurance, Succession Planning, and Service Assessment. Service delivery follows a proprietary four-phase methodology (Scouting, Selection, Due Diligence, Accessibility) executed by a 9-person team.

The firm has no proprietary technology, software product, API, or AI capability — it is a pure human-driven advisory practice leveraging partner experience from Merrill Lynch, ABN AMRO, AXA, Generali, UniCredit, and ING Life Luxembourg, combined with an international operator network for deal sourcing. Distribution is direct and relationship-based: a semi-annual roadshow presents 3-4 curated opportunities per cycle, supported by a bilingual IT/EN website, LinkedIn presence, and newsletter communications.

Colombo & Partners is privately held, founder-controlled as a single-member company (società con socio unico), bootstrapped with no disclosed funding rounds, parent company, or institutional investors. Revenue is not publicly disclosed; the firm reports 50+ clients served, 4 years of operational track record, and an 11% average IRR achieved for clients. Pricing is not disclosed and is presumed negotiated on a case-by-case retainer or fee basis typical of professional advisory engagements.

Name

Colombo & Partners

Legal name

Colombo & Partners S.r.l.

Website

https://colomboandpartners.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Colombo & Partners is a Milan-based alternative investment advisory boutique founded in 2018, serving institutional investors, banks, and Family Offices across Real Assets and Private Markets through a proprietary four-phase methodology.

Ownership category

akta.pro rank

Product category

Alternative Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Miscellaneous Intermediation (52391)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ), Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

Keywords

• Alternative investment advisory
• Wealth management consulting
• Family office services
• Institutional asset advisory
• Private markets advisory

Headquarters

HQ city

Milan

HQ country

Italy

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Services: The company generates revenue through advisory fees for providing investment assistance services to institutional investors, banks, and Family Offices. Services include alternative investment analysis, structuring, and access to investment opportunities. The specific fee structure (percentage of AUM, flat fees, or transaction-based) is not publicly disclosed.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Colombo & Partners is an Italian advisory boutique providing alternative investment advisory services to institutional investors, banks, and Family Offices. The firm delivers multidisciplinary expertise across Real Assets (real estate, infrastructure, natural resources, passion investments) and Private Markets (private debt, trade finance, private equity, venture capital), supported by specialized services such as private insurance, succession planning, club deals, and investment structuring.

Product overview

Colombo & Partners is an advisory boutique offering a unified platform of alternative investment advisory services to institutional investors, banks and Family Offices. The core offering encompasses Real Assets (Real Estate, Infrastructure, Natural Resources, Passion Investments) and Private Markets (Private Debt, Trade Finance, Private Equity, Venture Capital) advisory, supported by specialized services including Introduction of New Solutions to Market, Investment Solution Structuring, Club Deals, Private Insurance, Succession Planning and Service Assessment. The firm follows a structured four-phase process: Scouting (international research), Selection (product filtering), Due Diligence (multi-criteria analysis), and Accessibility (investment facilitation). No software product, API, or SaaS platform is offered—the company provides human-driven advisory services only.

Differentiator

Problem solved

Functional benefit

Products and services

• Alternative Investments Advisory
• Real Assets Advisory
• Private Markets Advisory
• Introduction of New Solutions on Italian Market
• Structuring of Investment Solutions
• Club Deals
• Private Insurance Services
• Succession Planning
• Service Assessment

Quantifiable outcome

• 11% Average IRR achieved for clients
• +2 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Meketa Investment Group: Independent investment consulting and OCIO firm serving pension funds, endowments and foundations — closely comparable in business model (institutional advisory with discretionary and non-discretionary mandates) and client base.
• Cambridge Associates: Global investment advisor to institutional investors, endowments, and foundations — a larger-scale, more international version of the institutional investment consulting and OCIO mandate Colombo & Partners targets with its alternative-asset advisory services.
• StepStone Group: Global private markets advisory and investing platform providing institutional investors with sourcing, due diligence and portfolio construction across PE, VC, private debt and real assets — a scaled analogue of Colombo & Partners' Private Markets practice.
• Alvarium Investments: Multi-family office and wealth advisory with a focus on alternative investments and cross-border structuring for HNW and institutional clients — comparable as a boutique advisory serving family offices and institutional investors with bespoke alternative solutions.

Broad incumbents

• Russell Investments: Global OCIO and investment consulting franchise serving large institutional clients, with dedicated alternatives and private markets capabilities — a scaled, multi-product incumbent competing for the same Italian and European mandates.
• Lazard: Global financial advisory and asset management firm providing institutional investors with strategic advisory and access to alternative investment solutions — comparable in advising institutional clients on alternative allocations, though at far greater scale and breadth.
• Mercer: Global investment consulting arm advising pension funds, insurers and large institutions on asset allocation including alternatives — competing for the same Italian institutional mandates at significantly greater scale and geographic reach.
• Aon: Global professional services firm with investment consulting and OCIO offerings serving large pension schemes and institutions — directly comparable in delivering multi-asset advisory including alternatives at scale.

Others

• Partners Group: Global private markets investment manager with a strong institutional client base across private debt, private equity and infrastructure — comparable as a private markets alternative that Italian institutional clients may consider alongside C&P's advisory mandates.

Regional players

• Prometeia: Italian-headquartered financial services consulting and asset management advisory firm serving banks, insurance companies and institutional clients — direct domestic competitor in the Italian institutional advisory market with overlapping asset-allocation and ALM expertise.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/colombo-and-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Colombo & Partners