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 WEALTH MANAGEMENT LLC
- 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, owner-run registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2014) and serves high-net-worth individuals and families with a mix of financial planning and portfolio management services. Its advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and educational seminars. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm indicates an equity preference in its public disclosures and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents8%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth 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
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