COTULLA HOLDINGS LLC
Firm details
- Headquarters
- VIRGINIA BEACH, Virginia
- CRD number
- 330008
- Registered since
- February 28, 2024
Firm profile
FINTRXOverview
Cotulla Holdings LLC is a limited liability company that registered as an SEC adviser in 2024. The firm operates primarily as a sponsor, general partner and managing member of pooled investment vehicles, with its activity concentrated on sponsored private funds rather than traditional advisory relationships with retail or institutional advisory accounts. Corporate filings classify the adviser as unclassified and list the owner type as individual. The firm does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Cotulla Holdings appears to be fund-centric: its publicly available activity centers on running at least one private equity vehicle and acting in GP/sponsor roles for pooled vehicles. Fee structure and typical client segmentation are not specified in available records, but the firm’s legal and operational posture indicates a manager that constructs and manages closed-end or pooled capital structures rather than offering broad-based advisory programs to individual retail clients.
Assets & Accounts
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
Contacts
1 of 1JARED SOLOMON
Managing MemberCRD 5381748
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VIRGINIA BEACH, VA
VIRGINIA BEACH CITY
Location
VIRGINIA BEACH, VA
Headquartered in VIRGINIA BEACH, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- VIRGINIA BEACH CITY
- Address
- 4455 South Blvd
- Time zone
- ET (UTC-5)
- Office locations
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