CRD: 337588
Collaborative Capital Advisors LLC
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- Custodian
- Charles Schwab & Company · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2025
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between December 11, 2025 and July 13, 2026, reported AUM increased 1.6%, from $381.9M to $387.8M.
Of the latest reported AUM, 61.0% is discretionary and 39.0% is non-discretionary.
The firm reports 2 advisory representatives and 18 clients, or 9 clients per representative. That equates to $21.5M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on July 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JONATHAN MICHAEL BERGMAN
CO-CEO
- CRD
- #5313051
- Ownership
- Less than 5%
JAMIE IVAN GROSSMAN
CHIEF OPERATING OFFICER
- CRD
- #6454053
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Andrew Michael Niemoeller
--
- CRD
- #7788572
Showing 1 of 6 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Collaborative Capital Advisors LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Collaborative Capital Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.