COTTAGE STREET ADVISORS, LLC

COTTAGE STREET ADVISORS, LLC of MARION, MA is an SEC-registered investment adviser (CRD 173487). Regulatory assets under management: $333.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

Officers, owners & control persons (6)

NameRoleLocation
Michael Kim DavisMANAGING PARTNER
Jason Bradford HavilandSENIOR PARTNER AND CHIEF COMPLIANCE OFFICER
DAVIS MICHAELMANAGING MEMBER; MANAGING PARTNER
MACKEN ANDREW NELSONCHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER
DAVIS MICHAEL KIMMANAGING MEMBER; MANAGING PARTNER
HAVILAND JASON BRADFORDCHIEF COMPLIANCE OFFICER; SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER

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