# COTE Financial Management

COTE Financial Management is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://cotecapital.com/
- **LinkedIn:** https://www.linkedin.com/company/cote-financial-management

## Regulatory record

- **CRD number:** 153088
- **SEC file number:** 801-130714
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153088

## About

Cote Capital provides IP Capital for the AI age, combining IP-directed capital, flexible milestone-based investment structures, and dedicated IP operations. It funds core company growth while expanding IP adoption beyond a single product or path to market. Returns include equity upside, recurring royalties from IP use, and long-term compounding value. The model is positioned as less dilutive than equity and more flexible than debt.

## People

- Robert Cote — Founder & CEO

## Related profiles

- [Karpinski Financial, LLC](https://altss.com/profile/karpinski-financial-llc)
- [Tollefson and Company Investment Management](https://altss.com/profile/tollefson-and-company-investment-management-llc)

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Last updated: 2026-08-11T15:06:27.647Z

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