Collaborative Fund Advisors, LLC
● SEC registered since 2023CRD 327121SEC# 801-128588Reno, NV
Reg. AUM
$144.8M
Employees
11
Accounts
3
Location
Reno, NV
Collaborative Fund Advisors, LLC assets under management
Collaborative Fund Advisors, LLC is an investment advisory firm registered with the SEC based in Reno, NV. The firm has been registered since 2023. It reports $144.8 million in regulatory assets under management and employs 11 people.
Collaborative Fund Advisors, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Belena Gay Vincetti Control | Chief Compliance Officer | Under 5% | 2023 |
| Belpointe Financial Holdings, LLC Control | Member | Over 75% | 2023 |
| Gregory Hasbrouck Skidmore Control | Chief Executive Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Collaborative Fund Advisors, LLC manage?
Collaborative Fund Advisors, LLC reports $144.8 million in regulatory assets under management on its Form ADV.
How many employees does Collaborative Fund Advisors, LLC have?
Collaborative Fund Advisors, LLC reports 11 employees.
Where is Collaborative Fund Advisors, LLC located?
Collaborative Fund Advisors, LLC is based in Reno, NV and has been SEC-registered since 2023.
Does Collaborative Fund Advisors, LLC disclose fund performance?
Collaborative Fund Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 Damonte Ranch Pkwy, Bldg 700, Unit 700, Reno, NV 89521 |
| Phone | 203-629-3300 |
| Fax | 203-629-3300 |
| Office hours | 8a.m. - 4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$144.8M▲ 272%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$144.8Mregulatory AUM
Discretionary $144.8M