THE COTERIE MANAGEMENT CO. LLC
CRD #317184 SEC #802-122927 NEW YORK, NY (646) 347-7473
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Jul 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AGARWAL, ATIN | I | CO-FOUNDER & CHIEF EXECUTIVE OFFICER | NA | Control |
| AGARWAL, ATIN | I | CO-FOUNDER & CHIEF EXECUTIVE OFFICER | NA | Control |
| AGARWAL, ATIN | I | CO-FOUNDER & CHIEF EXECUTIVE OFFICER | NA | Control |
| AGARWAL, ATIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| AGARWAL, ATIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| AGARWAL, ATIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| AGARWAL, ATIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOIES, CHRISTOPHER, ALLEN | I | CO-FOUNDER & CHIEF LEGAL OFFICER | NA | Control |
| BOIES, CHRISTOPHER, ALLEN | I | PRESIDENT | NA | Control |
| BOIES, CHRISTOPHER, ALLEN | I | PRESIDENT | NA | Control |
| BOIES, CHRISTOPHER, ALLEN | I | PRESIDENT | NA | Control |
| BOIES, CHRISTOPHER, ALLEN | I | PRESIDENT | NA | Control |
| BOIES, CHRISTOPHER, ALLEN | I | PRESIDENT | NA | Control |
| BOIES, CHRISTOPHER, ALLEN | I | PRESIDENT | NA | Control |
| Patel, Jeson, NMD | I | CO-FOUNDER & CHIEF TECHNOLOGY OFFICER | NA | Control |
| Patel, Jeson, NMD | I | CO-FOUNDER & CHIEF TECHNOLOGY OFFICER | NA | Control |
| Patel, Jeson, NMD | I | CO-FOUNDER & CHIEF TECHNOLOGY OFFICER | NA | Control |
| THE COTERIE.ME, INC. | DE | OWNER | E | Control |
| THE COTERIE.ME, INC. | DE | OWNER | E | Control |
| THE COTERIE.ME, INC. | DE | OWNER | E | Control |
| THE COTERIE.ME, INC. | DE | OWNER | E | Control |
| THE COTERIE.ME, INC. | DE | OWNER | E | Control |
| THE COTERIE.ME, INC. | DE | OWNER | E | Control |
| THE COTERIE.ME, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AGARWAL, ATIN | I | THE COTERIE.ME, INC. | E | Control |
| AGARWAL, ATIN | I | THE COTERIE.ME, INC. | E | Control |
| AGARWAL, ATIN | I | THE COTERIE.ME, INC. | E | Control |
| AGARWAL, ATIN | I | THE COTERIE.ME, INC. | E | Control |
| AGARWAL, ATIN | I | THE COTERIE.ME, INC. | C | Control |
Registrations
Federal
ERA
Jul 14, 2025 REGISTERED
Address
224 W. 35TH STREETSUITE 500
NEW YORK, NY 10001
United States
Phone: (646) 347-7473