COTTONWOOD CAPITAL PARTNERS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA FE, New Mexico
CRD number
336442

Firm profile

FINTRX

Overview

Cottonwood Capital Partners is a limited liability company that operates primarily as a sponsor and managing member of pooled investment vehicles. The firm’s public filings show activity on the private fund side rather than traditional advisory relationships: it functions as a general partner and sponsor, organizing and managing at least one venture capital vehicle. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. Ownership is listed as an individual-owner structure and the adviser classification is unclassified. Investment focus is centered on venture capital-style commitments and private equity stakes held through pooled vehicles. Given the firm’s role as GP and sponsor, its allocation activity is directed toward sourcing, diligencing and managing private-company equity positions, syndicated co-investments and follow-on rounds within its fund(s). Cottonwood Capital Partners does not report a retail advisory client base or traditional advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DAVID BLIVIN

    President and CEOCRD 2609167

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SANTA FE, NM

SANTA FE

Location

SANTA FE, NM

Headquartered in SANTA FE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.

Metro area
Albuquerque-Santa Fe-Las Vegas, NM
Region
West
County
SANTA FE
Address
527 Don Gaspar Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth