COTA CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$68.7M
Accounts
17
Employees
16
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
226750
Registered since
July 11, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cota Capital Management, LLC is an SEC-registered investment manager launched in 2018 and organized as an LLC owned by an individual. The firm operates as a fund manager active in private equity and venture capital strategies and also describes itself as a multifaceted fund manager. Its clients are institutional, and its advisory work centers on portfolio management for pooled investment vehicles. Cota serves in sponsor/GP and managing-member roles for pooled vehicles and has responsibilities consistent with a CPO/CTA in those structures. The firm charges both AUM-based fees and performance-linked fees and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Peter Williams

    Partner & Chief Operating OfficerCRD 6733085

  • Faie Dorin

    General Counsel & Chief Compliance OfficerCRD 7716258

Contacts

2 of 2
  • BABAK POUSHANCHI

    Founder & PartnerCRD 3097539

  • BABAK YAZDANI

    Founder & Managing PartnerCRD 6502122

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
555 Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth