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Cottage Street Advisors, LLC

● SEC registered since 2014CRD 173487SEC# 801-80574Marion, MA
Export (members)
Reg. AUM
$290.2M
Employees
3
Accounts
363
Location
Marion, MA

Cottage Street Advisors, LLC assets under management

Cottage Street Advisors, LLC is a registered investment adviser overseen by the SEC based in Marion, MA. The firm has been registered since 2014. It reports $290.2 million in regulatory assets under management and employs 3 people.

Cottage Street Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jason Bradford Haviland ControlSenior Partner And Chief Compliance Officer10-25%2017
Michael Kim Davis ControlManaging PartnerOver 75%2014

Frequently asked questions

How much does Cottage Street Advisors, LLC manage?

Cottage Street Advisors, LLC reports $290.2 million in regulatory assets under management on its Form ADV.

How many employees does Cottage Street Advisors, LLC have?

Cottage Street Advisors, LLC reports 3 employees.

Where is Cottage Street Advisors, LLC located?

Cottage Street Advisors, LLC is based in Marion, MA and has been SEC-registered since 2014.

Does Cottage Street Advisors, LLC disclose fund performance?

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

Contact & registration

Address9 Cottage Street, Marion, MA 02738
Phone(508) 748-0709
Fax(508) 748-0710
Office hours8:30a.m. - 5:30p.m.
SEC regionBoston Regional Office (BRO)
CIK166530
Discloses disciplinary historyNo

Assets under management

Discretionary$290.2M
Non-discretionary$0
Total (RAUM)$290.2M