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Collaborative Fund Management LLC registers with the SEC (New York, NY)
New SEC-registered adviser · CRD 167366 · 801-137384 · effective 2026-09-25
Effective 2026-09-25. 30 employees (16 advisory), $1.8B regulatory AUM across 30 accounts. Advises private funds. Limited Liability Company (DE).
Advises private funds10+ employeesHas custodyPerformance fees
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance