COTTONWOOD VENTURES, LLC of IRVING, TX is an SEC-registered investment adviser (CRD 322366). Regulatory assets under management: $347.3M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| John William Rubottom | FOUNDER, DIRECTOR OF BUSINESS DEVELOPMENT | — |
| Stephen Barnett Shipley | FOUNDER, DIRECTOR OF FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER | — |
| Kristen Joy Holt | PARTNER, DIRECTOR OF OPERATIONS | — |
| RUBOTTOM JOHN WILLIAM | FOUNDER, DIRECTOR OF BUSINESS DEVELOPMENT | — |
| SHIPLEY STEPHEN BARNETT | FOUNDER, DIRECTOR OF FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER | — |
| HOLT KRISTEN JOY | PARTNER, DIRECTOR OF OPERATIONS | — |