COTA CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 226750
- Registered since
- July 11, 2018
- Website
- www.cotacapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Peter Williams
Partner & Chief Operating OfficerCRD 6733085
Faie Dorin
General Counsel & Chief Compliance OfficerCRD 7716258
Contacts
2 of 2BABAK POUSHANCHI
Founder & PartnerCRD 3097539
BABAK YAZDANI
Founder & Managing PartnerCRD 6502122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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