COTTONWOOD VENTURES, LLC
Legal name: COTTONWOOD CAPITAL ADVISORS
CRD #322366 SEC #801-127478 IRVING, TX 9725734030
SEC Registered Private Funds
Total AUM
$291M
Discretionary
$291M
Employees
5
Clients
101
Accounts
204
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $291M | $291M | $0 | 5 | 0 |
| Mar 2025 | $291M | $291M | $0 | 5 | 0 |
| Feb 2024 | $252.6M | $252.6M | $0 | 4 | 1 |
| Jan 2024 | $212.5M | $212.5M | $0 | 4 | 0 |
| Jul 2023 | $212.5M | $212.5M | $0 | 4 | 0 |
| May 2023 | $212.5M | $212.5M | $0 | 4 | 0 |
| Apr 2023 | $212.5M | $212.5M | $0 | 4 | 0 |
| Feb 2023 | $0 | $0 | $0 | 4 | 0 |
| Feb 2023 | $0 | $0 | $0 | 4 | 0 |
DateSep 2025
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$291M
Discretionary$291M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees4
Clients1
DateJan 2024
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0