Collaborative Portfolio Management, LLC
● SEC registered since 2024CRD 332929SEC# 801-131107Overland Park, KS
Reg. AUM
$178.7M
Employees
4
Accounts
519
Location
Overland Park, KS
Collaborative Portfolio Management, LLC assets under management
Collaborative Portfolio Management, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2024. It reports $178.7 million in regulatory assets under management and employs 4 people.
Collaborative Portfolio Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Patrick Orindgreff Control | Cco | Under 5% | 2024 |
| O'Lucky Inc Control | Corporation | Over 75% | 2011 |
| Resa Ann Thomas Control | Owner | Under 5% | 2024 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Collaborative Portfolio Management, LLC manage?
Collaborative Portfolio Management, LLC reports $178.7 million in regulatory assets under management on its Form ADV.
How many employees does Collaborative Portfolio Management, LLC have?
Collaborative Portfolio Management, LLC reports 4 employees.
Where is Collaborative Portfolio Management, LLC located?
Collaborative Portfolio Management, LLC is based in Overland Park, KS and has been SEC-registered since 2024.
Does Collaborative Portfolio Management, LLC disclose fund performance?
Collaborative Portfolio Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10985 Cody Street, Suite 140, Overland Park, KS 66210 |
| Phone | 816-471-5556 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$178.7M▲ 48%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$178.7Mregulatory AUM
Discretionary $178.7M