Cottage Street Advisors
Firm details
- Headquarters
- Marion, Massachusetts
- CRD number
- 173487
- Registered since
- November 25, 2014
- Website
- cottagestreetadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., PNC INVESTMENTS
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.9%
- Individuals9.35%
- Charitable Organizations0.61%
- Pension & Profit Sharing Plans0.1%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cottage Street Advisors is an independent, individual-owned registered investment adviser that began SEC registration in 2014. The firm serves individual and family clients, providing financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and educational seminars. Its fee model includes a percentage-of-AUM component alongside hourly and fixed-fee options. Cottage Street does not position itself as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities81%
- Cash & Cash Equivalents12%
- US Government Bonds7%
Contacts
2 of 2
Jason Haviland
Senior PartnerCRD 2823314
Michael Davis
Founder & Managing PartnerCRD 2577860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$100M in ETFs
61%
$60.7M
34%
$39.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $15.1M | 150,559 | 15.09% |
Location
Marion, MA
Plymouth
Location
Marion, MA
Headquartered in Marion, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 9 Cottage St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Baldwin Wealth Partners, LLC
RIAMarion, MA
Good Harbor Advisors, Inc.
RIAGloucester, MA
Fairfield Financial Advisors
RIAWellesley, MA
North Run Capital, LP
RIABoston, MA
Loon Lake Capital Management LP
RIABoston, MA
Essex Private Wealth Management LLC
RIATopsfield, MA