Cottonwood Capital Advisors is a fund manager in Salt Lake City with $216.75 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
853255866
SEC advisor number
801-119782
FINRA CRD number
311272
AUM ?
$216.75 mm
(as of 17 May 23)
Accounts
670
(as of 17 May 23)
Employees
4
(2 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM ET
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Pappas, Thomas, J | Managing Partner & Chief Compliance Officer | 10/2020 | 50-75% |
Pappas, Matthew, Donald | Managing Partner | 10/2020 | 50-75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Cottonwood Wealth Strategies, LLC | $216.75 mm | |
Asymm Venture Fund, LLC | $1.10 mm | Venture Capital Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22