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| Cota Capital Management LLC
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| CRD # | 226750 |
| SEC # | 801-113591 |
| CIK # | 0001801577 |
| AUM | 1,167.9 M (2026-03-31) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-689-5600 |
| Address | 555 Mission Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Cota Opportunities XII LLC | [2026-03-31] | 4.0 M | 9.2 M |
| Offered $4,000,000 · Filed 2025-08-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Cota Opportunities Xi LLC | [2026-03-31] | 5.0 M | 5.3 M |
| Offered $5,000,000 · Filed 2025-08-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Cota Enterprise Opportunities Fund I LP | [2025-03-28] | 22.0 M | 33.4 M |
| Offered $50,000,000 · Filed 2024-10-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $27,980,700 · Duration One year or less · Finder's Fee $50,000 · Revenue Decline to Disclose | ||||
| Other | Cota Opportunities IX LLC | [2025-03-28] | 3.5 M | 1.2 M |
| Offered $3,500,000 · Filed 2024-03-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Cota Opportunities X LLC | [2025-03-28] | 1.6 M | 1.7 M |
| Offered $1,625,000 · Filed 2024-04-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Cota Enterprise Ventures III LP | [2024-03-27] | 82.3 M | 97.2 M |
| Offered $250,000,000 · Filed 2025-03-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $167,716,798 · Duration More than one year · Commission $500,000 · Revenue Decline to Disclose | ||||
| VC | Cota Enterprise Ventures II LP | [2023-03-31] | 118.1 M | 265.7 M |
| Offered $150,000,000 · Filed 2021-07-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $31,887,500 · Duration One year or less · Commission $610,000 · Revenue Decline to Disclose | ||||
| Other | Cota Opportunities VIII LLC | [2023-03-31] | 1.5 M | 1.5 M |
| Offered $1,500,000 · Filed 2023-01-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Cota Fintech Ventures II LP | [2022-03-30] | 62.8 M | |
| Offered $100,000,000 · Filed 2021-06-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $100,000,000 · Duration One year or less · Commission $185,000 · Revenue Decline to Disclose | ||||
| Other | Cota Opportunities VII LLC | [2022-03-30] | 5.4 M | 2.2 M |
| Offered $5,427,200 · Filed 2021-07-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 17 | 1,167.9 |
| (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 | 17 | 1,167.9 |
| By Discretionary | ||
| Discretionary | 17 | 1,167.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 1,167.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 676.6 | |
| United States Persons | 491.3 | |
| Total | 17 | 1,167.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Philip Cater | Director | 96 | 25 | |
| Sean Inggs | Director | 34 | 10 | |
| Ullas Naik | Executive Officer | 45 | 3 | |
| Albert Azout | Director, Executive Officer | 24 | 3 | |
| Peter Williams | Executive Officer | 23 | 3 | |
| Aditya Singh | Director | 14 | 3 | |
| Babak Yazdani | Director, Executive Officer | 60 | 2 | |
| Bobby Yazdani | Executive Officer | 18 | 2 | |
| Benjamin Malka | Director | 13 | 2 | |
| Cota Capital GP LLC | Director, Executive Officer, Promoter | 12 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801577] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
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