Collaborative Fund Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 167366
- Registered since
- September 25, 2026
- Website
- collabfund.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Collaborative Fund Management LLC is an LLC that operates as a manager of pooled investment vehicles with a primary focus on venture capital. The firm is registered with the SEC (registered in 2026) and serves an institutional client base. Its advisory activity centers on portfolio management for pooled funds, and it also acts in sponsor and GP/managing member roles for those vehicles. The firm’s revenue model combines a percentage-of-AUM management fee with performance-based fees (carry). Collaborative Fund Management is organized under individual ownership and is not positioned as a capital allocator to external managers. It does not identify as an active ESG investor and is not marked as a multistate or pension-consulting adviser.
Assets & Accounts
Investments & Alternatives
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 1
Jeffrey Ullrich
CFOCRD 7527314
Contacts
3 of 3
Craig Shapiro
Founder & Managing PartnerCRD 6318187
David Cohen
Operating Partner and General CounselCRD 7517789
Jaspreet Singh
Operating PrincipalCRD 5777462
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 347 Bowery
- Time zone
- ET (UTC-5)
- Office locations
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