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Collaborative Financial Solutions LLC
Collaborative Financial Solutions LLC positions as a registered investment advisor (RIA) that provides multi-family office services to a discrete set of...
Collaborative Financial Solutions LLC
Collaborative Financial Solutions LLC positions as a registered investment advisor (RIA) that provides multi-family office services to a discrete set of families. Its founding year and principals have not been publicly disclosed in any named source beyond standard SEC filings, which list the firm as an RIA but do not detail the founding story or wealth origin. The firm's name suggests a structure centered on shared services among multiple families. The firm's investment strategy appears focused on traditional financial planning and asset allocation rather than direct private-market co-investments or fund-of-funds structures. No public records indicate involvement in venture capital, private equity, or real estate deals as a principal investor. The geographic footprint is presumed US-based, but specific states of operation or offices are not confirmed. The firm likely operates in a suburban or secondary US metro area, given its relative obscurity in national wealth-management directories. As of mid-2025, no significant deployment figures or team size data exists in public sources. The firm does not appear to run adjacent vehicles like philanthropic foundations or operating companies. Its regulatory filings with the SEC show no recent disciplinary history, but no recent operational events—such as hires, AUM milestones, or new services—are verifiable. The firm's last ADV filing update, per SEC EDGAR, was in 2018, indicating a low-profile operation. The structural differentiator, if any, is its collaborative governance model: the 'LLC' structure suggests a partnership of families sharing costs and investment expertise, as opposed to a single-family office or traditional RIA with one dominant family. This model typically allows for pooled due diligence fees but limits the scale of proprietary deal flow. The firm likely avoids fundraising or marketing to external LPs, remaining purely a service entity for its member families.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Sector focus
Frequently asked questions
Who runs investment decisions at Collaborative Financial Solutions LLC?
The firm has not publicly named an investment committee or chief investment officer. SEC ADV filings list the firm as an RIA with an ownership structure likely comprising multiple families, but individual names and roles are not confirmed in any public source.
Is Collaborative Financial Solutions structured as a single family office or a multi-family office?
Based on its name and RIA registration, the firm operates as a multi-family office (MFO) serving multiple unrelated families. It does not appear to be a single-family office managing one dynasty's wealth. SEC filings show it as an RIA with non-discretionary advisory authority, which is typical for MFOs.
Does the firm participate in fund commitments or only direct deals?
No public records indicate the firm makes direct private-market investments or commits to third-party funds as a principal. Its RIA model suggests it primarily provides financial planning, portfolio recommendations, and manager selection for client accounts, rather than deploying its own balance sheet.
How does Collaborative Financial Solutions source investment opportunities?
The firm likely sources investment ideas through traditional RIA channels: open-architecture custodians, third-party fund platforms, and independent managers. It does not have a disclosed proprietary deal-sourcing team or a track record of direct co-investments. Its collaborative structure may yield shared due diligence among member families.
What are the known investment stages or sectors this firm avoids?
The firm has not publicly stated any exclusion criteria. However, its lack of presence in venture capital, private equity, or real estate deal databases suggests it avoids illiquid direct investments and asset classes requiring specialized in-house teams. Its focus appears to be liquid securities and public markets via third-party managers.
Where does the underlying wealth come from?
The underlying wealth origin is undisclosed in public records. The firm's name provides no industry or entrepreneurial context. Without named principals, the source of capital—whether inheritance, operating business sale, or professional accumulation—remains unknown.
Does the firm maintain any philanthropic structures connected to it?
No public records link Collaborative Financial Solutions to any charitable foundation or donor-advised fund. The firm does not appear to operate a separate philanthropic arm. Its member families may have personal foundations, but these are not disclosed under the firm's name.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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