PPrivate Fund Data Log in Join · $37/mo

Collab+currency Management, LLC

● SEC registered since 2022CRD 309133SEC# 801-126272
Export (members)
Ranks #3,424 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$552.7M
Fund GAV
$531.5M
Private funds
4
Employees
11
Accounts
6
Location

Collab+currency Management, LLC assets under management

Collab+currency Management, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $552.7 million in regulatory assets under management and employs 11 people. Collab+currency Management, LLC manages 4 private funds with combined gross assets of $531.5 million, including Collab+currency, L.P. By regulatory assets, it ranks 3,424 of 5,911 private fund managers.

Collab+currency Management, LLC private funds

4 funds · $531.5M GAV
FundTypeGross assetsMin.
Collab+currency, L.P.Other Private$335M$500K
Collab+currency III, L.P.Other Private$111.8M$500K
Collab+currency II, L.P.Other Private$81M$500K
See all 4 funds — unlock the full record.
Join to unlock · $37/mo

Collab+currency Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Collaborative Fund Management Llc ControlMember10-25%2020
Derek Edward Schloss ControlManaging Director, Managing Member25-50%2021
Mark Ferris Dempsey ControlChief Compliance OfficerUnder 5%2023
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Collab+currency Management, LLC manage?

Collab+currency Management, LLC reports $552.7 million in regulatory assets under management on its Form ADV.

How many private funds does Collab+currency Management, LLC manage?

Collab+currency Management, LLC manages 4 private funds with combined gross assets of $531.5 million.

How many employees does Collab+currency Management, LLC have?

Collab+currency Management, LLC reports 11 employees.

Does Collab+currency Management, LLC disclose fund performance?

Collab+currency Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone914-226-0653
Office hours9 a.m. - 6 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$552.7M
Non-discretionary$0
Total (RAUM)$552.7M