COTTAGE STREET ADVISORS

Overview

Cottage Street Advisors is an independent, owner-managed registered investment adviser formed in 2014 that focuses on serving individual and family clients. The firm runs a hybrid fee schedule—percentage-of-AUM supplemented by hourly and fixed-fee engagements—and offers comprehensive planning and portfolio management across personal and small-business relationships. Its menu of services includes financial planning, discretionary portfolio management for individuals and businesses, pension consulting services, and client education through seminars and workshops. Investment activity favors public equities, with a clear tilt toward exchange-traded exposures. Filings show a preference for building core equity positions supplemented by ETF sleeves, suggesting a mix of direct-stock selection and pooled vehicles for broad-market or sector exposures. The firm does not identify as an active ESG investor and, based on disclosures, relies on third-party managers rather than acting as a direct capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices