|
⚲
|
| Cota Capital Management LLC
✚
|
|
|---|---|
| CRD # | 226750 |
| SEC # | 801-113591 |
| CIK # | 0001801577 |
| AUM | $1.2 B (2026-03-31) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 415-689-5600 |
| Address | 555 Mission Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Cota Opportunities XII LLC | [2026-03-31] | 4.0 | 9.2 |
| Other | Cota Opportunities Xi LLC | [2026-03-31] | 5.0 | 5.3 |
| VC | Cota Enterprise Opportunities Fund I LP | [2025-03-28] | 22.0 | 33.4 |
| Other | Cota Opportunities IX LLC | [2025-03-28] | 3.5 | 1.2 |
| Other | Cota Opportunities X LLC | [2025-03-28] | 1.6 | 1.7 |
| VC | Cota Enterprise Ventures III LP | [2024-03-27] | 82.3 | 97.2 |
| VC | Cota Enterprise Ventures II LP | [2023-03-31] | 118.1 | 265.7 |
| Other | Cota Opportunities VIII LLC | [2023-03-31] | 1.5 | 1.5 |
| VC | Cota Fintech Ventures II LP | [2022-03-30] | 0.0 | 62.8 |
| Other | Cota Opportunities VII LLC | [2022-03-30] | 5.4 | 2.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 17 | 1,167.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 1,167.9 |
| By Discretionary | ||
| Discretionary | 17 | 1,167.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 1,167.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 676.6 | |
| United States Persons | 491.3 | |
| Total | 17 | 1,167.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Philip Cater | 96 | 25 | ||
| Sean Inggs | 34 | 10 | ||
| Ullas Naik | 45 | 3 | ||
| Albert Azout | 24 | 3 | ||
| Peter Williams | 23 | 3 | ||
| Aditya Singh | 14 | 3 | ||
| Babak Yazdani | 60 | 2 | ||
| Bobby Yazdani | 18 | 2 | ||
| Benjamin Malka | 13 | 2 | ||
| Cota Capital GP LLC | 12 | 1 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801577] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hudson Cove Capital Management LLC
✚
|
NJ | 1.2 |
|
Arlon Advisor LLC
✚
|
NY | 1.2 |
|
Octagon Capital Advisors LP
✚
|
NY | 1.2 |
|
Grafton Street Partners Management Company LLC
✚
|
1.2 | |
|
IBEX Investors LLC
✚
|
CO | 1.2 |
|
Forest Road Asset Management LLC
✚
|
CA | 1.2 |
|
Corre Partners Management LLC
✚
|
NY | 1.1 |
|
Winston Capital Management LLC
✚
|
VA | 1.1 |
|
Ivyrock Asset Management HK Limited
✚
|
1.1 | |
|
Patriot Financial Manager LP
✚
|
PA | 1.1 |