Collaborative Fund Advisors, Llc
- Regulatory AUM
- $145M
- Discretionary
- $145M
- Clients
- 3
- Avg AUM / client
- $48.3M
- Accounts
- 3
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Feb 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 3 | $145M | 100.0% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lacoff, Brandon, Eric | Member | Mar 2007 (19y) | GP / trustee / elected manager of F Focal Ii, Flp (indirect) | |
| Lacoff, Brooks, Ethan | Beneficiary | Jan 2010 (17y) | ≈ 4.69% – 31.64% via Lacoff Family Trust | |
| Lacoff, Martin, Shepard | Trustee | Jan 2010 (17y) | GP / trustee / elected manager of Lacoff Family Trust (indirect) | |
| Lacoff, Skylar, Ann | Beneficiary | Jan 2010 (17y) | ≈ 4.69% – 31.64% via Lacoff Family Trust | |
| Lacoff, Zachary, David | Beneficiary | Jan 2010 (17y) | ≈ 4.69% – 31.64% via Lacoff Family Trust | |
| Gregory Hasbrouck Skidmore | Chief Executive Officer | Apr 2012 (14y) | ≈ 37.5% – 75% via Belpointe Financial Holdings, Llc | |
| Belena Gay Vincetti | Chief Compliance Officer | CFP | Aug 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Belpointe Financial Holdings, Llc | Member | Jun 2023 | A | 75% or more |
| Belpointe Wealth Holdings, Llc | Owner | Aug 2010 | B | ≈ 37.5% – 75% via Belpointe Financial Holdings, Llc |
| F Focal Ii, Flp | Owner | Aug 2010 | B | ≈ 18.75% – 56.25% via Belpointe Wealth Holdings, Llc |
| Lacoff Family Trust | Owner | Apr 2020 | B | ≈ 9.38% – 42.19% via F Focal Ii, Flp |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lacoff, Brooks, Ethan: 50% – 75% of Lacoff Family Trust × 50% – 75% of F Focal Ii, Flp × 50% – 75% of Belpointe Wealth Holdings, Llc × 50% – 75% of Belpointe Financial Holdings, Llc × 75% – 100% direct ≈ 4.69% – 31.64% of the firm
- Lacoff, Skylar, Ann: 50% – 75% of Lacoff Family Trust × 50% – 75% of F Focal Ii, Flp × 50% – 75% of Belpointe Wealth Holdings, Llc × 50% – 75% of Belpointe Financial Holdings, Llc × 75% – 100% direct ≈ 4.69% – 31.64% of the firm
- Lacoff, Zachary, David: 50% – 75% of Lacoff Family Trust × 50% – 75% of F Focal Ii, Flp × 50% – 75% of Belpointe Wealth Holdings, Llc × 50% – 75% of Belpointe Financial Holdings, Llc × 75% – 100% direct ≈ 4.69% – 31.64% of the firm
- Gregory Hasbrouck Skidmore: 50% – 75% of Belpointe Financial Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Belpointe Wealth Holdings, Llc: 50% – 75% of Belpointe Financial Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- F Focal Ii, Flp: 50% – 75% of Belpointe Wealth Holdings, Llc × 50% – 75% of Belpointe Financial Holdings, Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Lacoff Family Trust: 50% – 75% of F Focal Ii, Flp × 50% – 75% of Belpointe Wealth Holdings, Llc × 50% – 75% of Belpointe Financial Holdings, Llc × 75% – 100% direct ≈ 9.38% – 42.19% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/13/2026 | 1.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have 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: Feb 13, 2026.
View current Form ADV (SEC/IAPD) ↗