COTA CAPITAL MANAGEMENT, LLC

555 Mission Street
Suite 1800
San Francisco, California 94105
Tel: 415-689-5600

About COTA CAPITAL MANAGEMENT, LLC

COTA CAPITAL MANAGEMENT, LLC, formally registered with the SEC as COTA CAPITAL MANAGEMENT, LLC. The firm was established in 07/11/2018. They have over 1 offices throughout the country.

COTA CAPITAL MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $1,173,497,427 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	226750
SEC#	801-113591
Assets Managed by Firm	$1,173,497,427
No. of Clients	12
No. of Advisors	20

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$1,173,497,427

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