Collective Returns, Inc. (New York)

Name: Collective Returns, Inc.
Address: 19 West 22 Nd Street, New York, NY, 10010
Telephone: 212-313-9547

Collective Returns, Inc. is an internet adviser based in New York. It manages $125 million of regulatory assets for 982,800 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Collective Returns provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Collective Returns: assets under management

The assets under management (AUM) of Collective Returns, Inc. is $125 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Collective Returns, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Collective Returns, Inc.

Edward Raymond Robinson has been acting as President since 1 Dec 2016. Inc. Collective Returns joined the executive team most recently as the Owner And Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brandon Alex Krieg	Chief compliance officer and chief operating officer	1 Feb 2015	25% - 50%	4074156
David Lawrence Ronick	Chief executive officer	1 Feb 2015	25% - 50%	6489738
Edward Raymond Robinson	Head of business development and sales	1 Feb 2015	25% - 50%	6260887
L.P Goodwater Capital I	Member	1 Jan 2016	Other	38-3933468
Valar Ventures	Member	1 Jan 2016	Other	12-10000
Entree Capital	Member	1 Jan 2016	Other	12-10001
Brandon Alex Krieg	Chief executive officer and chief compliance officer	1 Jun 2016	Other	4074156
David Lawrence Ronick	Shareholder	1 Jun 2016	Other	6489738
Phillip Gifford Carter	Chief compliance officer, chief revenue officer	1 Jul 2016	Other	6827081
Edward Raymond Robinson	President	1 Dec 2016	Other	6260887
Valar Ventures Gp Iii Llc	Member	1 Dec 2016	25% - 50%	81-1141511
Llc Breyer Capital	Member	1 Dec 2016	Other	26-1572804
Valar Global Fund Iii Lp	Shareholder	1 Dec 2016	25% - 50%	81-1141511
Valar Global Principals Fund Iii Lp	Shareholder	1 Dec 2016	25% - 50%	81-1141511
Inc. Collective Returns	Owner and managing member	1 Jul 2017	75% - 100%	47-3187441

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Goodwater Capital Management I	General partner	1 Dec 2016	Other	38-3933468
James W. Breyer 2005 Trust	Owner	1 Dec 2016	75% - 100%	26-1572804
Andrew John Mccormack	Owner	1 Dec 2016	25% - 50%	6038515
James Eugene Fitzgerald	Owner	1 Dec 2016	25% - 50%	5614012
Rivendell Investments 2016 8 Llc	Owner	1 Dec 2016	25% - 50%	61-1796198
Peter Andreas Thiel	Owner	1 Dec 2016	75% - 100%	2549881
Chihua Michael Chien	Owner	1 Dec 2016	50% - 75%	3072663
Eric Kim	Owner	1 Dec 2016	50% - 75%	5174129

Based in New York

The principal office where Collective Returns, Inc. performs its advisory services is located at 19 West 22 Nd Street, New York, NY 10010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-313-9547. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at stashinvest.com.