Overview
Assets Under Management: $129 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 16
Average Client Assets: $6.8 million
Frequently Asked Questions
COLLABORATION CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289777), COLLABORATION CAPITAL LLC is subject to fiduciary duty under federal law.
COLLABORATION CAPITAL LLC is headquartered in HOUSTON, TX.
COLLABORATION CAPITAL LLC serves 16 high-net-worth clients according to their SEC filing dated September 07, 2018. View client details ↓
According to their SEC Form ADV, COLLABORATION CAPITAL LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
COLLABORATION CAPITAL LLC manages $129 million in client assets according to their SEC filing dated September 07, 2018.
According to their SEC Form ADV, COLLABORATION CAPITAL LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.03%
Average Client Assets: $6.8 million
Total Client Accounts: 92
Discretionary Accounts: 92
Regulatory Filings
CRD Number: 289777
Filing ID: 1238463
Last Filing Date: 2018-09-07 11:42:00