The COTTONWOOD CAPITAL ADVISORS is a privately held investment adviser that advises $279.08mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. COTTONWOOD CAPITAL ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 25.4% over the last 5-years.
The Group has been registered with the SEC for 5.72 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 650 SOUTH 500 WEST SUITE #185, SALT LAKE CITY, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 2 investment and 3 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $279.08mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 6 other accounts. Assets of High Net Worth Individuals clients own $136.94mn or 49.07% of Total Assets and Charitable Organizations own $68.04mn or 24.38% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
COTTONWOOD CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.