Cota Capital Management, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 17
- Avg AUM / client
- $68.7M
- Accounts
- 17
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 17 | $1.2B | 100.0% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cota Capital Master Fund, L.P. master | Hedge Fund | Cayman Islands | $575M | 222 |
| Cota Growth Fund, L.P. master | Hedge Fund | Delaware | $293M | 76 |
| Cota Capital Offshore Fund, L.P. feeder | Hedge Fund | Cayman Islands | $289M | 111 |
| Cota Capital Institutional Partners, L.P. feeder | Hedge Fund | Delaware | $251M | 111 |
| Cota Enterprise Ventures Ii, Lp | Venture Capital Fund | Delaware | $197M | 175 |
| Cota Growth Offshore Fund, Ltd. feeder | Hedge Fund | Cayman Islands | $172M | 116 |
| Cota Fintech Ventures Ii, Lp | Venture Capital Fund | Delaware | $64.4M | 77 |
| Cota Enterprise Ventures Iii, Lp | Venture Capital Fund | Delaware | $31.2M | 29 |
| Cota Opportunities Vii, Llc | Other Private Fund | Delaware | $5.7M | 14 |
| Cota Opportunities Vi, Llc | Other Private Fund | Delaware | $3.6M | 8 |
| Cota Opportunities Iv, Llc | Other Private Fund | Delaware | $2.1M | 10 |
| Cota Opportunities Viii, Llc | Other Private Fund | Delaware | $1.5M | 5 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Poushanchi, Babak | Member And Manager | Nov 2014 (12y) | 25% – 50% | |
| Yazdani, Babak, Nmn | Member And Manager | Nov 2015 (11y) | 25% – 50% | |
| Williams, Peter, E | Member And Chief Operating Officer | Oct 2016 (10y) | 10% – 25% | |
| Dorin, Faie, Reiko | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $1.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cota Capital Master Fund, L.P. | Hedge Fund | $575M | $1.0M | 222 |
| Cota Growth Fund, L.P. | Hedge Fund | $293M | $1.0M | 76 |
| Cota Capital Offshore Fund, L.P. | Hedge Fund | $289M | $1.0M | 111 |
| Cota Capital Institutional Partners, L.P. | Hedge Fund | $251M | $1.0M | 111 |
| Cota Enterprise Ventures Ii, Lp | Venture Capital Fund | $197M | $1.0M | 175 |
| Cota Growth Offshore Fund, Ltd. | Hedge Fund | $172M | $1.0M | 116 |
| Cota Fintech Ventures Ii, Lp | Venture Capital Fund | $64.4M | $1.0M | 77 |
| Cota Enterprise Ventures Iii, Lp | Venture Capital Fund | $31.2M | $1.0M | 29 |
| Cota Opportunities Vii, Llc | Other Private Fund | $5.7M | $100K | 14 |
| Cota Opportunities Vi, Llc | Other Private Fund | $3.6M | $100K | 8 |
| Cota Opportunities Iv, Llc | Other Private Fund | $2.1M | $100K | 10 |
| Cota Opportunities Viii, Llc | Other Private Fund | $1.5M | $100K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 4.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THE SEC ALLEGED THAT MR. YAZDANI FAILED TO MAKE CERTAIN REIMBURSEMENTS TO SABA SOFTWARE, INC. THAT THE SEC ALLEGES WERE REQUIRED UNDER SECTION 304 OF THE SARBANES-OXLEY ACT OF 2002. Status: Final Sanction Detail: MR. YAZDANI WAS ORDERED TO REIMBURSE SABA SOFTWARE, INC. $2,570,596. MR. YAZDANI PAID THAT AMOUNT ON OCTOBER 1, 2014. Summary: THE SEC ALLEGED THAT MR. YAZDANI FAILED TO MAKE CERTAIN REIMBURSEMENTS TO SABA SOFTWARE, INC. THAT THE SEC ALLEGES WERE REQUIRED UNDER SECTION 304 OF THE SARBANES-OXLEY ACT OF 2002. THE SEC ALLEGED THAT SECTION 304 REQUIRES A CEO TO REIMBURSE BONUSES AND STOCK PROFITS EVEN WHEN THE CEO HAS NOT ENGAGED IN ANY WRONGDOING. MR. YAZDANI WAS ORDERED TO REIMBURSE SABA SOFTWARE, INC. $2,570,596. MR. YAZDANI PAID THAT AMOUNT ON OCTOBER 1, 2014. THERE WAS NO FINDING BY THE SEC THAT MR. YAZDANI ENGAGED IN OR HAD KNOWLEDGE OF ANY WRONGDOING.
Allegations: THE SEC ALLEGED THAT MR. WILLIAMS FAILED TO MAKE CERTAIN REIMBURSEMENTS TO SABA SOFTWARE, INC. THAT THE SEC ALLEGES WERE REQUIRED UNDER SECTION 304 OF THE SARBANES-OXLEY ACT OF 2002. Status: Final Sanction Detail: MR. WILLIAMS WAS ORDERED TO REIMBURSE SABA SOFTWARE, INC. $141,992. MR. WILLIAMS PAID THAT AMOUNT ON MARCH 10, 2015. Summary: THE SEC ALLEGED THAT MR. WILLIAMS FAILED TO MAKE CERTAIN REIMBURSEMENTS TO SABA SOFTWARE, INC. THAT THE SEC ALLEGES WERE REQUIRED UNDER SECTION 304 OF THE SARBANES-OXLEY ACT OF 2002. THE SEC ALLEGED THAT SECTION 304 REQUIRES A CFO TO REIMBURSE BONUSES AND STOCK PROFITS EVEN WHEN THE CFO HAS NOT ENGAGED IN ANY WRONGDOING. MR. WILLIAMS WAS ORDERED TO REIMBURSE SABA SOFTWARE, INC. $141,992. MR. WILLIAMS PAID THAT AMOUNT ON MARCH 10, 2015. THERE WAS NO FINDING BY THE SEC THAT MR. WILLIAMS ENGAGED IN OR HAD KNOWLEDGE OF ANY WRONGDOING.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗