Collab+Currency Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$332M
Discretionary
$332M
100% of AUM
Avg account
$55.4M
Accounts
6
Employees
8
Advisory reps
3

Firm details

Headquarters
,
CRD number
309133
Registered since
August 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Collab+Currency Management, LLC is a privately held SEC-registered investment adviser formed as an LLC in 2022 that focuses on portfolio management for pooled investment vehicles and serves institutional investors. The firm operates as a sponsor, general partner and managing member of pooled funds, taking an active role in fund structuring and management rather than acting as a multi-manager capital allocator. Its fee model combines percentage-of-AUM charges with performance-based fees, a structure commonly used by managers running private funds. Collab+Currency is not positioned as an ESG-focused investor and is not registered as a multi-state adviser. Investment activity centers on privately managed pooled vehicles and direct manager relationships. The firm’s stated areas of interest include private markets and more liquid commodity and digital currency exposures, indicating a hybrid approach that blends traditional private equity and venture allocations with commodity and crypto-related strategies. That positioning suggests Collab+Currency targets institutional-level mandates that require bespoke fund structures, carry-oriented economics and active sponsor involvement.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Zachary Rosenblatt

    Chief of StaffCRD 7619233

Contacts

2 of 2
  • Stephen Mckeon

    Stephen Mckeon

    Managing DirectorCRD 7282963

  • Derek Schloss

    Managing DirectorCRD 7522612

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth