Cottonwood Capital Management LLC

Overview

Cottonwood Capital Management LLC is a small, independently owned investment advisory firm organized as an LLC. The firm provides fee-based portfolio management services for individuals and small businesses as well as for business or institutional accounts. Its stated fee model is a percentage-of-assets-under-management; the firm does not identify itself as an active ESG investor and is not structured as a multi-state or pension consultant advisor. With limited scale, the firm’s manager activity is focused on pooled public funds and mutual fund vehicles as the primary building blocks for client portfolios. Cottonwood Capital tends to implement straightforward, manager-driven allocations rather than large proprietary product sets, and it uses third-party managers for alternative exposures where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices