Cottage Street Advisors
Cottage Street Advisors is an SEC-registered wealth manager in Marion, MA with $333.8M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Cottage Street Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173487, SEC 801-80574, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $333.8M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Marion, MA
- Employees
- 4
- Clients
- 135
- CRD
- 173487
- Ownership
- DAVIS, MICHAEL, KIM; HAVILAND, JASON, BRADFORD; DAVIS, MICHAEL; MACKEN, ANDREW, NELSON
How much AUM does Cottage Street Advisors have?
Cottage Street Advisors reported $333.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Cottage Street Advisors?
Disclosed owners and executives of Cottage Street Advisors include DAVIS, MICHAEL, KIM, HAVILAND, JASON, BRADFORD, DAVIS, MICHAEL, MACKEN, ANDREW, NELSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.