The COLLABORATIVE CAPITAL ADVISORS is a privately held investment adviser that advises $387.84mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. COLLABORATIVE 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 remained the same over the last few years.
The Group has been registered with the SEC for 0.94 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1120 AVE OF THE AMERICAS 13TH FLOOR, NEW YORK, NEW YORK. 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 remained the same over the last few years.
Their $387.84mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $381.93mn or 98.47% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $5mn or 1.29% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 0 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 management fees and performance-based fees.
COLLABORATIVE CAPITAL ADVISORS names 1 sub-adviser FIDEXUS CAPITAL LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.