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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 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 |
|---|---|---|---|---|
| HOLT, KRISTEN, JOY | I | PARTNER, DIRECTOR OF OPERATIONS | NA | |
| HOLT, KRISTEN, JOY | I | PARTNER, DIRECTOR OF OPERATIONS | NA | |
| HOLT, KRISTEN, JOY | I | PARTNER, DIRECTOR OF OPERATIONS | NA | |
| HOLT, KRISTEN, JOY | I | PARTNER, DIRECTOR OF OPERATIONS | NA | |
| HOLT, KRISTEN, JOY | I | PARTNER, DIRECTOR OF OPERATIONS | NA | |
| HOLT, KRISTEN, JOY | I | PARTNER, DIRECTOR OF OPERATIONS | NA | |
| HOLT, KRISTEN, JOY | I | PARTNER, DIRECTOR OF OPERATIONS | NA | |
| RUBOTTOM, JOHN, WILLIAM | I | FOUNDER, DIRECTOR OF BUSINESS DEVELOPMENT | C | Control |
| RUBOTTOM, JOHN, WILLIAM | I | FOUNDER, DIRECTOR OF BUSINESS DEVELOPMENT | C | Control |
| RUBOTTOM, JOHN, WILLIAM | I | FOUNDER, DIRECTOR OF BUSINESS DEVELOPMENT | C | Control |
| RUBOTTOM, JOHN, WILLIAM | I | FOUNDER, DIRECTOR OF BUSINESS DEVELOPMENT | C | Control |
| RUBOTTOM, JOHN, WILLIAM | I | FOUNDER, DIRECTOR OF BUSINESS DEVELOPMENT | C | Control |
| RUBOTTOM, JOHN, WILLIAM | I | FOUNDER, DIRECTOR OF BUSINESS DEVELOPMENT | C | Control |
| RUBOTTOM, JOHN, WILLIAM | I | FOUNDER, DIRECTOR OF BUSINESS DEVELOPMENT | C | Control |
| RUBOTTOM, JOHN, WILLIAM | I | FOUNDER, DIRECTOR OF BUSINESS DEVELOPMENT | C | Control |
| RUBOTTOM, JOHN, WILLIAM | I | FOUNDER, DIRECTOR OF BUSINESS DEVELOPMENT | C | Control |
| SHIPLEY, STEPHEN, BARNETT | I | FOUNDER, DIRECTOR OF FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIPLEY, STEPHEN, BARNETT | I | FOUNDER, DIRECTOR OF FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIPLEY, STEPHEN, BARNETT | I | FOUNDER, DIRECTOR OF FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIPLEY, STEPHEN, BARNETT | I | FOUNDER, DIRECTOR OF FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIPLEY, STEPHEN, BARNETT | I | FOUNDER, DIRECTOR OF FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIPLEY, STEPHEN, BARNETT | I | FOUNDER, DIRECTOR OF FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIPLEY, STEPHEN, BARNETT | I | FOUNDER, DIRECTOR OF FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIPLEY, STEPHEN, BARNETT | I | FOUNDER, DIRECTOR OF FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER | C | Control |
| SHIPLEY, STEPHEN, BARNETT | I | FOUNDER, DIRECTOR OF FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER | C | Control |
| HOLT, KRISTEN, JOY | I | PARTNER, DIRECTOR OF OPERATIONS | A | |
| HOLT, KRISTEN, JOY | I | PARTNER, DIRECTOR OF OPERATIONS | A |
Registrations
Federal
IA
Sep 9, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
105 DECKER COURT SUITE 730IRVING, TX 75062
United States
Phone: 9725734030