COLLABORATIVE CAPITAL ADVISORS LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 337588). Regulatory assets under management: $387.8M.
Compensation: % of AUM, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| FIDEXUS CAPITAL EQUITY GROWTH FUND L.P. | Private Equity Fund | Delaware | 12 | $5.0M | $50K |