COLLECTIVE ASSET MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PLANTATION, Florida
CRD number
324135
Registered since
April 15, 2025

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ANKIT MISRA

    Chief Investment OfficerCRD 8073138

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth