Collaborative Capital Advisors LLC
Collaborative Capital Advisors LLC is an SEC-registered wealth manager in New York, NY with $387.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Collaborative Capital Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337588, SEC 801-134166, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $387.8M (2026-05-15)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 5
- Clients
- 18
- CRD
- 337588
- Ownership
- ROMANO, NATHAN, PAUL; COLLABORATIVE CAPITAL HOLDINGS LLC; FRIEDBERG, CHARLES, PAUL; BERGMAN, JONATHAN, MICHAEL; KENNEDY, THOMAS, GORDON
How much AUM does Collaborative Capital Advisors LLC have?
Collaborative Capital Advisors LLC reported $387.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Collaborative Capital Advisors LLC?
Disclosed owners and executives of Collaborative Capital Advisors LLC include ROMANO, NATHAN, PAUL, COLLABORATIVE CAPITAL HOLDINGS LLC, FRIEDBERG, CHARLES, PAUL, BERGMAN, JONATHAN, MICHAEL, KENNEDY, THOMAS, GORDON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.