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Collaborative Capital Advisors LLC

Collaborative Capital Advisors LLC. CRD 337588

Collaborative Capital Advisors LLC logo

CRD: 337588

Collaborative Capital Advisors LLC

NEW York, NY, 10036
6469335730
www.collaborativecapitaladvisors.com
$387.8M Total AUM
$236.8M Disc. AUM
-- 3Y CAGR
5 Employees
18 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Goldman Sachs · JP Morgan
Clients
Retail and Institutional
Platforms
MatrixEagle +more
Established Date
06-01-2025
Office Locations
1

Office Locations

1120 AVE OF THE Americas 13th Floor NEW York NY

About Collaborative Capital Advisors LLC

Collaborative Capital Advisors partners with families, finance leaders and entrepreneurs on tailored wealth solutions. The firm provides investment services across public and private markets, including proprietary direct investments and emerging managers, with an emphasis on risk, return and tax efficiency. It also delivers family office support for liquidity events and wealth transfer, plus philanthropy advisory and execution with mission-driven manager partners.

Team overview

53 AVG AGE
$193.9M AVG AUM / ADVISOR
$21.5M AVG AUM / CLIENT
0.6 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age

Insights

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Accredited Investors

Timber Pathway capital

Asset Classes

Frontier Zenith ember Vertex optima Vertex Glacier harbor Signal Value Radial quantum Unison Timber Glacier Crest

Client Personas

Harbor

Custodian

Momentum Ember matrix Signal vertex Summit value Momentum Ridge foundation

Investment Themes

Summit meridian Prime element Quantum peak Pioneer Ridge north

Investment Vehicles

Horizon meridian

Services

Harbor signal Timber Timber alpha Catalyst Foundation radial Delta focus Alpha Ridge Vertex

Technology

Prime crest Element vertex Atlas wave

Owner & Executives

JONATHAN MICHAEL BERGMAN

JONATHAN MICHAEL BERGMAN

CO-CEO

CRD
#5313051
Ownership
Less than 5%
(345) 496-4529
foundation.matrix@signalcapital.com
in linkedin.com/in/element-capital
JAMIE IVAN GROSSMAN

JAMIE IVAN GROSSMAN

CHIEF OPERATING OFFICER

CRD
#6454053
Ownership
Less than 5%
(297) 410-4498
delta.capital@capitalcapital.com
in linkedin.com/in/unison-signal
R

Ridge insight

Fusion foundation delta

CRD
#17118
Ownership
4.0%
(317) 720-3897
frontier.value@capitalcapital.com
in linkedin.com/in/bridge-zenith

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Contacts

A

Andrew Michael Niemoeller

--

CRD
#7788572
(766) 359-3030
meridian.capital@primecapital.com
in linkedin.com/in/fusion-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-11-2025
05-15-2026
Category Assets AVG. Account size
Discretionary $236,752,032 $7,891,734
Non-Discretionary $151,091,190 $15,109,119
Total $387,843,222 $9,696,081

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Separately Managed Accounts

Total SMA Asset: $382,843,222

$382.8M Total SMA
Private Funds:
18.7%
Cash:
16.6%
Public Funds:
21.0%
Equity - Exchange:
24.6%
U.S. Government/Agency:
10.3%
Other:
8.8%
Asset class Assets Assets %
Private Funds $489,213,725 18.7%
Cash $434,275,285 16.6%
Public Funds $549,384,397 21.0%
Equity - Exchange $643,564,579 24.6%
U.S. Government/Agency $269,459,966 10.3%
Other $230,218,222 8.8%
Total $2,616,116,174 100.0%

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