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Chief Financial Officer · Collaborative Fund Management LLC

Jeffrey S. Ullrich

CRD 7527314 · Named on Form ADV at one SEC-registered adviser

At a glance

Collaborative Fund Management LLC, an SEC-registered private fund adviser based in New York, NY with $1.8 billion in regulatory assets, lists Jeffrey S. Ullrich on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Craig ShapiroManaging Member, Collaborative Fund Management LLC, Collaborative Fund Management LLC
  • David K. CohenPartner and General Counsel, Collaborative Fund Management LLC
  • Jaspreet SinghChief Compliance Officer, Collaborative Fund Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.