COLLECTIVE FAMILY OFFICE, LLC

Overview

Collective Family Office, LLC operates as an independent registered investment adviser and family office-style manager that combines discretionary portfolio management for individuals, families and institutions with a capital-allocation role into third-party alternative managers. Registered with the SEC in 2019 and organized as a limited liability company, the firm charges fees based on a percentage of assets under management and identifies as an active ESG investor. Its advisory services include portfolio management for both individual/small business clients and business or institutional clients, and it lists pension consulting among its service capabilities. The firm positions itself as a centralized wealth coordinator for high-net-worth families and select institutional clients, blending public market strategies—where it concentrates its assets—with selective allocations to private market managers. Collective Family Office’s structure and name reflect a family office approach: in addition to investment management it acts as a capital allocator, sourcing and monitoring external fund managers on behalf of clients and integrating these allocations into customized portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices