| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Luster Control | Managing Member | 25-50% | 2019 |
| David Scott Sivel Control | Managing Member | 25-50% | 2019 |
| Trevor Nathan Hoffman Control | Managing Member/Chief Compliance Officer | 25-50% | 2019 |
Collective Family Office, LLC reports $451.7 million in regulatory assets under management on its Form ADV.
Collective Family Office, LLC reports 4 employees.
Collective Family Office, LLC is based in York, PA and has been SEC-registered since 2019.
Collective Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 235 St. Charles Way, Suite 200, York, PA 17402 |
| Phone | (717) 893-5055 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1845066 |
| Discloses disciplinary history | No |
| Discretionary | $446.4M |
| Non-discretionary | $5.4M |
| Total (RAUM) | $451.7M |