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 an SEC-registered institutional RIA organized as an LLC and registered in 2022. The firm focuses on portfolio management for pooled investment vehicles and serves institutional clients. It operates as a sponsor/GP and managing member of pooled vehicles and charges both a percentage-of-AUM fee and performance-based fees. The adviser is not identified as an active ESG investor and is not structured as a multi-state adviser in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth