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Jonathan Michael Bergman

Co-CeoCollaborative Capital Advisors LLCCRD 5313051

About Jonathan Michael Bergman

Jonathan Michael Bergman is listed as Co-Ceo at Collaborative Capital Advisors LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%. Jonathan Michael Bergman is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Collaborative Capital Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan Michael Bergman work?

Jonathan Michael Bergman is listed as Co-Ceo at Collaborative Capital Advisors LLC on SEC Form ADV.

How much of Collaborative Capital Advisors LLC does Jonathan Michael Bergman own?

Form ADV reports a beneficial ownership band of Under 5%.

Collaborative Capital Advisors LLC

TitleCo-Ceo
OwnershipUnder 5%
Control personYes
Since2025

Collaborative Capital Advisors LLC

TitleCo-Ceo
Ownership25-50%
Control personYes
Since2025