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

Clients

Accounts

363

Firm Details

Organization Type: Limited Liability Company
State of Formation: Massachusetts
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 1, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DAVIS, MICHAEL, KIM	I	MANAGING PARTNER	E	Control
DAVIS, MICHAEL, KIM	I	MANAGING PARTNER	E	Control
DAVIS, MICHAEL, KIM	I	MANAGING PARTNER	E	Control
DAVIS, MICHAEL, KIM	I	MANAGING PARTNER	E	Control
DAVIS, MICHAEL, KIM	I	MANAGING PARTNER	E	Control
DAVIS, MICHAEL, KIM	I	MANAGING PARTNER	E	Control
DAVIS, MICHAEL, KIM	I	MANAGING PARTNER	E	Control
DAVIS, MICHAEL	I	MANAGING PARTNER	D	Control
DAVIS, MICHAEL	I	MANAGING MEMBER	D	Control
DAVIS, MICHAEL	I	MANAGING MEMBER	D	Control
DAVIS, MICHAEL	I	MANAGING MEMBER	D	Control
DAVIS, MICHAEL	I	MANAGING MEMBER	D	Control
DAVIS, MICHAEL	I	MANAGING MEMBER	D	Control
DAVIS, MICHAEL	I	MANAGING MEMBER	D	Control
DAVIS, MICHAEL	I	MANAGING MEMBER	D	Control
DAVIS, MICHAEL	I	MANAGING MEMBER	D	Control
DAVIS, MICHAEL, KIM	I	MANAGING PARTNER	D	Control
DAVIS, MICHAEL, KIM	I	MANAGING MEMBER	D	Control
DAVIS, MICHAEL, KIM	I	MANAGING MEMBER	D	Control
DAVIS, MICHAEL, KIM	I	MANAGING PARTNER	D	Control
DAVIS, MICHAEL, KIM	I	MANAGING PARTNER	D	Control
DAVIS, MICHAEL, KIM	I	MANAGING PARTNER	D	Control
DAVIS, MICHAEL, KIM	I	MANAGING PARTNER	D	Control
DAVIS, MICHAEL, KIM	I	MANAGING PARTNER	D	Control
MACKEN, ANDREW, NELSON	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	D	Control
MACKEN, ANDREW, NELSON	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
MACKEN, ANDREW, NELSON	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
MACKEN, ANDREW, NELSON	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
MACKEN, ANDREW, NELSON	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
MACKEN, ANDREW, NELSON	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
MACKEN, ANDREW, NELSON	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
MACKEN, ANDREW, NELSON	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
HAVILAND, JASON, BRADFORD	I	SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER	B	Control
HAVILAND, JASON, BRADFORD	I	SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER	B	Control
HAVILAND, JASON, BRADFORD	I	SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER	B	Control
HAVILAND, JASON, BRADFORD	I	SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER	B	Control
HAVILAND, JASON, BRADFORD	I	SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER	B	Control
HAVILAND, JASON, BRADFORD	I	SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER	B	Control
HAVILAND, JASON, BRADFORD	I	CHIEF COMPLIANCE OFFICER	A	Control
HAVILAND, JASON, BRADFORD	I	CHIEF COMPLIANCE OFFICER	A	Control
HAVILAND, JASON, BRADFORD	I	CHIEF COMPLIANCE OFFICER	A	Control
HAVILAND, JASON, BRADFORD	I	CHIEF COMPLIANCE OFFICER	A	Control
HAVILAND, JASON, BRADFORD	I	CHIEF COMPLIANCE OFFICER	A	Control
HAVILAND, JASON, BRADFORD	I	CHIEF COMPLIANCE OFFICER	A	Control
HAVILAND, JASON, BRADFORD	I	CHIEF COMPLIANCE OFFICER	A	Control
HAVILAND, JASON, BRADFORD	I	CHIEF COMPLIANCE OFFICER	A	Control
HAVILAND, JASON, BRADFORD	I	SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER	A	Control
HAVILAND, JASON, BRADFORD	I	SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER	A	Control

Registrations

Federal

Oct 1, 2025 REGISTERED

Notice Filings (7)

CA FL MA NH RI TX VT

Address

9 COTTAGE STREET
MARION, MA 02738
United States

Phone: (508) 748-0709