Cottage Street Advisors
Firm details
- Headquarters
- Marion, Massachusetts
- CRD number
- 173487
- Registered since
- November 25, 2014
- Website
- cottagestreetadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., PNC INVESTMENTS
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.9%
- Individuals9.35%
- Charitable Organizations0.61%
- Pension & Profit Sharing Plans0.1%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cottage Street Advisors is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm serves individual and family clients with a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and educational seminars and workshops. The firm does not identify as an active ESG investor and is owned by an individual.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities81%
- Cash & Cash Equivalents12%
- US Government Bonds7%
Contacts
2 of 2
Michael Davis
Managing PartnerCRD 2577860
Jason Haviland
Senior PartnerCRD 2823314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$91.7M in ETFs
62%
$57.2M
35%
$34.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $14.8M | 146,584 | 16.11% |
Location
Marion, MA
Plymouth
Location
Marion, MA
Headquartered in Marion, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 9 Cottage St
- Time zone
- ET (UTC-5)
- Office locations
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