Collaborative Capital Advisors LLC
● SEC registered since 2025CRD 337588SEC# 801-134166New York, NY
Ranks #4,250 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$387.8M
Fund GAV
$5M
Private funds
1
Employees
5
Accounts
40
Location
New York, NY
Collaborative Capital Advisors LLC assets under management
Collaborative Capital Advisors LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2025. It reports $387.8 million in regulatory assets under management and employs 5 people. Collaborative Capital Advisors LLC manages 1 private fund with combined gross assets of $5 million, including Fidexus Capital Equity Growth Fund L.P. By regulatory assets, it ranks 4,250 of 6,004 private fund managers.
Collaborative Capital Advisors LLC private funds
1 funds · $5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fidexus Capital Equity Growth Fund L.P. | Private Equity | $5M | $50K |
Collaborative Capital Advisors LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Collaborative Capital Holdings LLC Control | Holding Company | Over 75% | 2025 |
| Jamie Ivan Grossman Control | Chief Operating Officer | Under 5% | 2026 |
| Jonathan Michael Bergman Control | Co-Ceo | Under 5% | 2025 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Collaborative Capital Advisors LLC manage?
Collaborative Capital Advisors LLC reports $387.8 million in regulatory assets under management on its Form ADV.
How many private funds does Collaborative Capital Advisors LLC manage?
Collaborative Capital Advisors LLC manages 1 private funds with combined gross assets of $5 million.
How many employees does Collaborative Capital Advisors LLC have?
Collaborative Capital Advisors LLC reports 5 employees.
Where is Collaborative Capital Advisors LLC located?
Collaborative Capital Advisors LLC is based in New York, NY and has been SEC-registered since 2025.
Does Collaborative Capital Advisors LLC disclose fund performance?
Collaborative Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1120 Ave of the Americas, 13th Floor, New York, NY 10036 |
| Phone | 646-933-5730 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$387.8M▲ 2%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
AUM vs fund managersTop 71%
Larger than 29% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$387.8Mregulatory AUM
Discretionary $236.8MNon-discretionary $151.1M
Service providers
Custodian
Administrator