# COLLABORATIVE CAPITAL ADVISORS LLC

COLLABORATIVE CAPITAL ADVISORS LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 337588
- Type: SEC-registered investment adviser
- SEC file number: 801-134166
- Location: 1120 AVE OF THE AMERICAS, 13TH FLOOR, NEW YORK, NY, 10036
- Phone: 646-933-5730
- Latest filing: 2026-07-13
- Regulatory AUM: $387.8M
- Discretionary AUM: $236.8M
- Non-discretionary AUM: $151.1M
- Clients: 5
- Accounts: 40

## Business model

- Compensation: % of AUM, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Nathan Paul Romano | CEO; CO-CEO | New York, NY |
| Charles Paul Friedberg | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| Jonathan Michael Bergman | CO-CEO | — |
| Michael Joseph Moriarty | CHIEF INVESTMENT OFFICER | — |
| Thomas Gordon Kennedy | CHIEF COMPLIANCE OFFICER | — |
| Jamie Ivan Grossman | CHIEF OPERATING OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| FIDEXUS CAPITAL EQUITY GROWTH FUND L.P. | Private Equity Fund | Delaware | 12 | $5.0M | $50K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337588/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337588/similar
- Related entities: https://search.stillhousedata.com/firm/337588/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337588

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.