COLLECTIVE ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- PLANTATION, Florida
- CRD number
- 324135
- Registered since
- April 15, 2025
Firm profile
FINTRXOverview
Collective Asset Management, LLC is an LLC that registers as an SEC adviser (registration recorded in 2025) and functions primarily as a sponsor, general partner and managing member of pooled investment vehicles. The firm appears structured to originate and manage private pooled funds rather than to operate as a traditional retail advisory practice. It is identified as a domestic entity and classified as unclassified in the snapshot data. Collective Asset Management does not present itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator in the provided 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 1ANKIT MISRA
Chief Investment OfficerCRD 8073138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PLANTATION, FL
BROWARD
Location
PLANTATION, FL
Headquartered in PLANTATION, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 150 S Pine Island Rd
- Time zone
- ET (UTC-5)
- Office locations
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