Collaborative Fund Advisors

Overview

Collaborative Fund Advisors is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves institutional clients and charges fees as a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies. The firm is not identified as an active ESG investor, does not function as a capital allocator, and is not a multi-state adviser or pension consultant. Industry affiliations recorded for the firm include relationships with other investment advisers, accountants, law firms, insurance companies, pension consultants and entities that sponsor or manage pooled investment vehicles. Ownership is noted as a mix of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives