COTTAGE STREET ADVISORS, LLC
Legal name: COTTAGE STREET ADVISORS
CRD #173487 SEC #801-80574 MARION, MA (508) 748-0709
SEC Registered
Total AUM
$290.2M
Discretionary
$290.2M
Employees
3
Clients
11
Accounts
363
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $290.2M | $290.2M | $0 | 3 | 16 |
| Mar 2025 | $290.2M | $290.2M | $0 | 3 | 16 |
| Mar 2024 | $237.9M | $237.9M | $0 | 3 | 15 |
| Oct 2023 | $190.6M | $190.6M | $0 | 3 | 15 |
| Sep 2023 | $190.6M | $190.6M | $0 | 3 | 15 |
| Mar 2023 | $190.6M | $190.6M | $0 | 3 | 15 |
| Mar 2022 | $233.8M | $233.8M | $0 | 3 | 8 |
| Mar 2021 | $184.3M | $184.3M | $0 | 3 | 13 |
| Sep 2020 | $213.5M | $213.5M | $0 | 3 | 0 |
| Jun 2020 | $213.5M | $213.5M | $0 | 3 | 0 |
| Mar 2020 | $213.5M | $213.5M | $0 | 3 | 0 |
| Mar 2019 | $186.3M | $186.3M | $0 | 3 | 0 |
| Apr 2018 | $195M | $191.4M | $3.6M | 3 | 0 |
| Mar 2018 | $190.3M | $177.1M | $13.2M | 3 | 0 |
| Mar 2018 | $190.3M | $177.1M | $13.2M | 3 | 0 |
| Nov 2017 | $159.5M | $147.3M | $12.1M | 3 | 0 |
| Feb 2017 | $159.5M | $147.3M | $12.1M | 3 | 26 |
| Mar 2016 | $140.4M | $137.1M | $3.3M | 3 | 26 |
| Dec 2015 | $135.4M | $131M | $4.4M | 2 | 0 |
| Jun 2015 | $135.4M | $131M | $4.4M | 2 | 0 |
| Jun 2015 | $135.4M | $131M | $4.4M | 2 | 0 |
| Mar 2015 | $135.4M | $131M | $4.4M | 2 | 0 |
| Nov 2014 | $0 | $0 | $0 | 2 | 0 |
| Nov 2014 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$290.2M
Discretionary$290.2M
Non-Disc.$0
Employees3
Clients16
DateMar 2025
Total AUM$290.2M
Discretionary$290.2M
Non-Disc.$0
Employees3
Clients16
DateMar 2024
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees3
Clients15
DateOct 2023
Total AUM$190.6M
Discretionary$190.6M
Non-Disc.$0
Employees3
Clients15
DateSep 2023
Total AUM$190.6M
Discretionary$190.6M
Non-Disc.$0
Employees3
Clients15
DateMar 2023
Total AUM$190.6M
Discretionary$190.6M
Non-Disc.$0
Employees3
Clients15
DateMar 2022
Total AUM$233.8M
Discretionary$233.8M
Non-Disc.$0
Employees3
Clients8
DateMar 2021
Total AUM$184.3M
Discretionary$184.3M
Non-Disc.$0
Employees3
Clients13
DateSep 2020
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$186.3M
Discretionary$186.3M
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$195M
Discretionary$191.4M
Non-Disc.$3.6M
Employees3
Clients0
DateMar 2018
Total AUM$190.3M
Discretionary$177.1M
Non-Disc.$13.2M
Employees3
Clients0
DateMar 2018
Total AUM$190.3M
Discretionary$177.1M
Non-Disc.$13.2M
Employees3
Clients0
DateNov 2017
Total AUM$159.5M
Discretionary$147.3M
Non-Disc.$12.1M
Employees3
Clients0
DateFeb 2017
Total AUM$159.5M
Discretionary$147.3M
Non-Disc.$12.1M
Employees3
Clients26
DateMar 2016
Total AUM$140.4M
Discretionary$137.1M
Non-Disc.$3.3M
Employees3
Clients26
DateDec 2015
Total AUM$135.4M
Discretionary$131M
Non-Disc.$4.4M
Employees2
Clients0
DateJun 2015
Total AUM$135.4M
Discretionary$131M
Non-Disc.$4.4M
Employees2
Clients0
DateJun 2015
Total AUM$135.4M
Discretionary$131M
Non-Disc.$4.4M
Employees2
Clients0
DateMar 2015
Total AUM$135.4M
Discretionary$131M
Non-Disc.$4.4M
Employees2
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0