Colonial Trust Company
Overview
Colonial Trust Company, established in 1913, is a privately-owned financial services firm headquartered in Spartanburg, South Carolina. The firm specializes in providing comprehensive wealth management and fiduciary services to individuals, families, and institutions across the United States. Their offerings include investment management, trust and fiduciary services, wealth planning, family office services, and corporate retirement plans. As a family-owned, multigenerational firm, Colonial Trust emphasizes building solid financial foundations and legacies for its clients. The firm's investment strategy focuses on a diversified approach, encompassing various asset classes such as fixed income, private equity, real estate, and venture capital. They cater to a wide range of investment stages, including early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. This broad strategy allows Colonial Trust to address the diverse financial objectives and needs of their clientele. With over a century of experience, Colonial Trust Company has built a reputation for delivering high-quality, personalized financial solutions. Their team of experienced professionals is dedicated to understanding each client's unique circumstances and providing tailored guidance to achieve their financial goals. The firm's commitment to excellence and client-centric approach has established long-term relationships and a strong track record in the financial services industry.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach Colonial Trust Company directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Colonial Trust Company
What sectors does Colonial Trust Company invest in?
Colonial Trust Company invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Spartanburg, South Carolina, United States. Colonial Trust Company is listed as a institutional investor in the ConnectSafely investor database.
What stage does Colonial Trust Company invest at?
Colonial Trust Company backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Colonial Trust Company invest in?
Colonial Trust Company invests across United States.
Who are the partners at Colonial Trust Company?
Team members listed for Colonial Trust Company include Karen Longhurst (Vice President) and Charles Clementson (Vice President - Financial Advisor & Trust Officer).
What companies has Colonial Trust Company invested in?
Colonial Trust Company's portfolio includes Duke Energy, SCANA Corporation, BlueCross BlueShield of South Carolina, SCANA Energy, SCANA Services, SCANA Communications, SCANA Solutions and SCANA Technologies.
How do I contact Colonial Trust Company?
Colonial Trust Company's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
