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COLLABORATIVE CAPITAL ADVISORS LLC
CRD 337588 · SEC 801-134166
1120 AVE OF THE AMERICAS, 13TH FLOOR, NEW YORK, NY, 10036, United States
Phone
646-933-5730
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$387.8M
Discretionary AUM
$236.8M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $381.9M |
| Pooled investment vehicles | 1 | $5.0M |
States served
MA, NY, OK, PA, CT
All web addresses on file
Official SEC filing: View on IAPD