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COTA CAPITAL MANAGEMENT, LLC
CRD 226750 · SEC 801-113591
555 MISSION STREET, SUITE 1800, SAN FRANCISCO, CA, 94105, United States
Phone
415-689-5600
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.17B
Discretionary AUM
$1.17B
Team
16 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 17 | $1.17B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD