Collab+Currency Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 309133
- Registered since
- August 3, 2022
- Website
- www.collabcurrency.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Zachary Rosenblatt
Chief of StaffCRD 7619233
Contacts
2 of 2
Stephen Mckeon
Managing DirectorCRD 7282963
Derek Schloss
Managing DirectorCRD 7522612
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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