Collab+Currency Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 309133
- Registered since
- August 3, 2022
- Website
- www.collabcurrency.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Collab+Currency Management, LLC is an SEC-registered institutional RIA organized as an LLC and registered in 2022. The firm focuses on portfolio management for pooled investment vehicles and serves institutional clients. It operates as a sponsor/GP and managing member of pooled vehicles and charges both a percentage-of-AUM fee and performance-based fees. The adviser is not identified as an active ESG investor and is not structured as a multi-state adviser in the source data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Zachary Rosenblatt
Chief of StaffCRD 7619233
Contacts
2 of 2
Stephen Mckeon
Managing DirectorCRD 7282963
Derek Schloss
Managing DirectorCRD 7522612
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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