Cottage Street Advisors, LLC
● SEC registered since 2014CRD 173487SEC# 801-80574Marion, MA
Reg. AUM
$333.8M
Employees
4
Accounts
405
Location
Marion, MA
Cottage Street Advisors, LLC assets under management
Cottage Street Advisors, LLC is a registered investment adviser overseen by the SEC based in Marion, MA. The firm has been registered since 2014. It reports $333.8 million in regulatory assets under management and employs 4 people.
Cottage Street Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Bradford Haviland Control | Senior Partner And Chief Compliance Officer | 10-25% | 2017 |
| Michael Kim Davis Control | Managing Partner | Over 75% | 2014 |
Frequently asked questions
How much does Cottage Street Advisors, LLC manage?
Cottage Street Advisors, LLC reports $333.8 million in regulatory assets under management on its Form ADV.
How many employees does Cottage Street Advisors, LLC have?
Cottage Street Advisors, LLC reports 4 employees.
Where is Cottage Street Advisors, LLC located?
Cottage Street Advisors, LLC is based in Marion, MA and has been SEC-registered since 2014.
Does Cottage Street Advisors, LLC disclose fund performance?
Cottage Street Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9 Cottage Street, Marion, MA 02738 |
| Phone | (508) 748-0709 |
| Fax | (508) 748-0710 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 166530 |
| Discloses disciplinary history | No |
Regulatory AUM
$333.8M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$333.8Mregulatory AUM
Discretionary $333.8M