|
⚲
|
| Collaborative Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 337588 |
| SEC # | 801-134166 |
| CIK # | |
| AUM | $387.8 M (2026-05-15) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 646-933-5730 |
| Address | 1120 Ave of The Americas New York, NY 10036 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Fidexus Capital Equity Growth Fund LP | 2025-12-11 | 5.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.9 |
| (b) Individuals (high net worth individuals) | 17 | 381.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 5.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 40 | 387.8 |
| By Discretionary | ||
| Discretionary | 30 | 236.8 |
| Non-Discretionary | 10 | 151.1 |
| Total | 40 | 387.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 387.8 | |
| Total | 40 | 387.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LBJ Family Wealth Advisors Ltd
✚
|
TX | 0.4 |
|
Archvest Wealth Advisors Inc
✚
|
CA | 0.4 |
|
Weathervane Asset Management LLC
✚
|
FL | 0.4 |
|
KM Capital Management Ltd
✚
|
TX | 0.4 |
|
Saxony Capital Management LLC
✚
|
MO | 0.4 |
|
Haverford Financial Services Inc
✚
|
PA | 0.4 |
|
Signify Wealth LLC
✚
|
MO | 0.4 |
|
WPG Advisers LLC
✚
|
MD | 0.4 |
|
LYNK Capital Management Company LLC
✚
|
FL | 0.4 |
|
Twin Point Capital LLC
✚
|
NY | 0.4 |