COTA CAPITAL MANAGEMENT, LLC
CRD #226750 SEC #801-113591 SAN FRANCISCO, CA 415-689-5600
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
17
Clients
--
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $0 | 17 | 0 |
| Mar 2024 | $1.2B | $1.2B | $0 | 20 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 24 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 26 | 0 |
| Mar 2021 | $942.6M | $942.6M | $0 | 14 | 0 |
| Mar 2020 | $527.8M | $527.8M | $0 | 14 | 0 |
| Mar 2019 | $310.9M | $310.9M | $0 | 10 | 0 |
| Jun 2018 | $195.4M | $195.4M | $0 | 13 | 0 |
| Jun 2018 | $195.4M | $195.4M | $0 | 13 | 0 |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees24
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees26
Clients0
DateMar 2021
Total AUM$942.6M
Discretionary$942.6M
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$527.8M
Discretionary$527.8M
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$310.9M
Discretionary$310.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2018
Total AUM$195.4M
Discretionary$195.4M
Non-Disc.$0
Employees13
Clients0
DateJun 2018
Total AUM$195.4M
Discretionary$195.4M
Non-Disc.$0
Employees13
Clients0