What's new? Log in Free sign up

Cottonwood Capital Advisors

Company Profile

Company profile

Website

www.cottonwoodcapitaladvisors.com/

Incorporated

Fiscal year end

Industry

Venture Capital Fund

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

2023 Adv Part 2 Brochure (11 May 23)

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)

Annual report of proxy voting record

Latest ownership filings

View all

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

We use cookies on this site to provide a more responsive and personalized service. Continuing to browse, clicking I Agree, or closing this banner indicates agreement. See our Cookie Policy for more information.