NEW YORK, NYCRD 337588Latest ADV February 27, 2026
Collaborative Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated February 27, 2026, reports $388M in regulatory assets under management, 5 employees, and 40 accounts.
Assets Under Management
$388M
Employees
5
Offices
--
Total Clients
18
Primary office
NEW YORK, NY
1120 AVE OF THE AMERICAS, 13TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 94.4% of total clients.
Top client categories% of clientsClients
1
HNWI
94.4%
17
2
Pooled Investment Vehicles
5.6%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$388Mas of February 27, 2026
Discretionary61.0%
$237M
61% of total RAUM61.0%
Non-discretionary39.0%
$151M
39% of total RAUM39.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$388M
Total Accounts40
10Y AUM Change+$388M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee4:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.