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Building 2COLLABORATIVE CAPITAL ADVISORS LLC

Map pinNEW YORK, NY
Phone646-933-5730
NotebookSEC #801-134166
Total AUM
$387.8M
Employees
5
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1120 AVE OF THE AMERICAS
13TH FLOOR
NEW YORK
NY 10036
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
646-933-5730

ReceiptFinancials

Total AUM
$387.8M
Accounts
40
Discretionary
$236.8M
Accounts
30
Non-Discretionary
$151.1M
Accounts
10

ContactClients

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Individual Clients
1
AUM
$917K
HNW Individual Clients
17
AUM
$381.9M
Pooled Vehicle Clients
1
AUM
$5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMANYOKPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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