Collaborative Capital Advisors LLC

Collaborative Capital Advisors provides discretionary portfolio management and financial planning primarily to high‑net‑worth individuals, family offices, and related entities such as trusts and estates, and also works with certain institutional clients. In addition to separately managed accounts, the firm advises and refers clients to third‑party managers and offers access to pooled vehicles and other investment structures where appropriate.

The firm documents client objectives and risk tolerance in an investment policy statement and employs a mix of fundamental, modern portfolio theory, and quantitative analysis to construct portfolios. Strategies may include long‑ and short‑term trading, use of derivatives, margin, and allocations to private market investments and alternative assets; CCA also tailors allocations and may engage third‑party advisers for portions of a client’s portfolio.

Notably, CCA is a small advisory team serving a limited number of clients while overseeing a relatively large asset base and has recently launched and begun advising private funds and sponsoring pooled investment vehicles. The firm discloses that it may receive performance‑based compensation (including carried interest on fund investments) and describes policies intended to address the attendant conflicts when recommending fund or private company investments to clients.