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Collaborative Fund Advisors, LLC

● SEC registered since 2023CRD 327121SEC# 801-128588Reno, NV
Export (members)
Reg. AUM
$39M
Employees
9
Accounts
1
Location
Reno, NV

Collaborative Fund Advisors, LLC assets under management

Collaborative Fund Advisors, LLC is an investment advisory firm registered with the SEC based in Reno, NV. The firm has been registered since 2023. It reports $39 million in regulatory assets under management and employs 9 people.
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Collaborative Fund Advisors, LLC owners & executives

12 reported
NameTitleOwnershipSince
Belena Gay Vincetti ControlChief Compliance OfficerUnder 5%2023
Belpointe Financial Holdings, LLC ControlMemberOver 75%2023
Gregory Hasbrouck Skidmore ControlChief Executive OfficerUnder 5%2023
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Frequently asked questions

How much does Collaborative Fund Advisors, LLC manage?

Collaborative Fund Advisors, LLC reports $39 million in regulatory assets under management on its Form ADV.

How many employees does Collaborative Fund Advisors, LLC have?

Collaborative Fund Advisors, LLC reports 9 employees.

Where is Collaborative Fund Advisors, LLC located?

Collaborative Fund Advisors, LLC is based in Reno, NV and has been SEC-registered since 2023.

Does Collaborative Fund Advisors, LLC disclose fund performance?

Collaborative Fund Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Damonte Ranch Pkwy, Bldg 700, Unit 700, Reno, NV 89521
Phone203-629-3300
Fax203-629-3300
Office hours8a.m. - 4p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$39M
Non-discretionary$0
Total (RAUM)$39M