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COLLABORATIVE CAPITAL ADVISORS LLC
CRD 337588File 801-134166
APPROVED
Retail clients
Custody
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$387.8M
Below cohort median (national)
Discretionary AUM
$236.8M
Non-discretionary $151.1M
Clients
18
40 accounts
Employees
5
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 21, 2025
- Principal office
- 1120 AVE OF THE AMERICAS, 13TH FLOOR, NEW YORK, NY, 10036
- Phone
- 646-933-5730
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $387.8M
- Discretionary AUM
- $236.8M
- Non-discretionary AUM
- $151.1M
- Discretionary accounts
- 30
- Non-discretionary accounts
- 10
- Total accounts
- 40
- AUM per client
- $21.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $381.9M |
| Pooled investment vehicles | 1 | $5.0M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $917K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.