COTULLA HOLDINGS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
VIRGINIA BEACH, Virginia
CRD number
330008
Registered since
February 28, 2024

Firm profile

FINTRX

Overview

Cotulla Holdings LLC is a limited liability company that registered as an SEC adviser in 2024. The firm operates primarily as a sponsor, general partner and managing member of pooled investment vehicles, with its activity concentrated on sponsored private funds rather than traditional advisory relationships with retail or institutional advisory accounts. Corporate filings classify the adviser as unclassified and list the owner type as individual. The firm does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Cotulla Holdings appears to be fund-centric: its publicly available activity centers on running at least one private equity vehicle and acting in GP/sponsor roles for pooled vehicles. Fee structure and typical client segmentation are not specified in available records, but the firm’s legal and operational posture indicates a manager that constructs and manages closed-end or pooled capital structures rather than offering broad-based advisory programs to individual retail clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

1 of 1
  • JARED SOLOMON

    Managing MemberCRD 5381748

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

VIRGINIA BEACH, VA

VIRGINIA BEACH CITY

Location

VIRGINIA BEACH, VA

Headquartered in VIRGINIA BEACH, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
VIRGINIA BEACH CITY
Address
4455 South Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth