← Tributary

COLLABORATIVE FUND ADVISORS

RENO, NV · CRD 327121 · IAPD ↗ · anydrusfunds.com · 203-629-3300

$144.8MRegulatory AUM
7Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

32
March 2026 — COLLABORATIVE FUND ADVISORS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
March 2026 — COLLABORATIVE FUND ADVISORS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
March 2026 — COLLABORATIVE FUND ADVISORS reported RAUM up 272% ($39.0M -> $144.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
34
January 2026 — COLLABORATIVE FUND ADVISORS notice-filed in CT, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
January 2026 — COLLABORATIVE FUND ADVISORS added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
59
April 2025 — COLLABORATIVE FUND ADVISORS grew from 3 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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