RIA Intelligence

COLLABORATIVE CAPITAL ADVISORS LLC

CRD #337588 SEC #801-134166 NEW YORK, NY 646-933-5730
SEC Registered Private Funds
Total AUM
$381.9M
Discretionary
$282.2M
Employees
5
Clients
0
Accounts
40

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 11, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERGMAN, JONATHAN, MICHAELICO-CEONA Control
FRIEDBERG, CHARLES, PAULICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
FRIEDBERG, CHARLES, PAULICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
FRIEDBERG, CHARLES, PAULICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
FRIEDBERG, CHARLES, PAULICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
FRIEDBERG, CHARLES, PAULICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
FRIEDBERG, CHARLES, PAULICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
ROMANO, NATHAN, PAULICEONA Control
ROMANO, NATHAN, PAULICEONA Control
ROMANO, NATHAN, PAULICEONA Control
ROMANO, NATHAN, PAULICEONA Control
ROMANO, NATHAN, PAULICEONA Control
ROMANO, NATHAN, PAULICO-CEONA Control
COLLABORATIVE CAPITAL HOLDINGS LLCDEHOLDING COMPANYE Control
COLLABORATIVE CAPITAL HOLDINGS LLCDEHOLDING COMPANYE Control
COLLABORATIVE CAPITAL HOLDINGS LLCDEHOLDING COMPANYE Control
COLLABORATIVE CAPITAL HOLDINGS LLCDEHOLDING COMPANYE Control
COLLABORATIVE CAPITAL HOLDINGS LLCDEHOLDING COMPANYE Control
COLLABORATIVE CAPITAL HOLDINGS LLCDEHOLDING COMPANYE Control

Registrations

Federal

IA
Dec 11, 2025 REGISTERED

Notice Filings (5)

CT MA NY OK PA

Address

1120 AVE OF THE AMERICAS
13TH FLOOR
NEW YORK, NY 10036
United States
Phone: 646-933-5730