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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Collective Family Office LLC
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|---|---|
| CRD # | 301274 |
| SEC # | 801-115052 |
| CIK # | 0001845066 |
| AUM | $451.7 M (2025-03-03) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 717-893-5055 |
| Address | 235 St Charles Way York, PA 17402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 20.3 |
| (b) Individuals (high net worth individuals) | 72 | 422.9 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 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 | 2 | 8.5 |
| (n) Other | 0 | 0.0 |
| Total | 436 | 451.7 |
| By Discretionary | ||
| Discretionary | 409 | 446.4 |
| Non-Discretionary | 27 | 5.4 |
| Total | 436 | 451.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 451.7 | |
| Total | 436 | 451.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845066] |
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