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COTA CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · CRD 226750 · IAPD ↗ · 415-689-5600

$1.17BRegulatory AUM
8Advisory reps
16Employees
0Clients
n/aPlanning clients
17Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — COTA CAPITAL MANAGEMENT, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — COTA CAPITAL MANAGEMENT, LLC shrank from 16 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.