Cotulla Holdings LLC

RIASEC RegisteredEst. 2026
Total AUM
$433M
Discretionary
$433M
100% of AUM
Avg account
$433M
Accounts
1
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
330008
Registered since
July 23, 2026
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cotulla Holdings LLC is a privately organized investment manager structured as an LLC that operates in the private equity space and serves institutional clients. The firm provides portfolio management for pooled investment vehicles and functions in sponsor/GP and managing-member roles for those vehicles. Its compensation includes performance-based fees (and other fee components), and it is not identified as an active ESG investor. The firm’s SEC registration is recorded in 2026 and ownership is held by an individual.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jared Solomon

    Managing MemberCRD 5381748

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth