Cottage Street Advisors LLC
Cottage Street Advisors LLC is a fee-only investment advisory firm headquartered in Marion, Massachusetts, with offices across Marion, Nashua, and Boston. Founded in 2011, the firm manages assets for approximately eighty high net worth clients and families, providing individualized portfolio management and financial strategy advice. The firm has three employees, two of whom are investment professionals, and focuses on long-term relationships, careful management of growth, and highly personalized service for wealthy individuals and select institutions.
Investment Strategy
Cottage Street Advisors pursues a long-term, patient, value-oriented investment strategy, emphasizing preservation of client wealth while seeking long-term appreciation. The firm broadly diversifies client portfolios across individual securities, bonds, exchange-traded funds, and alternative investments. All assets are managed in individual client accounts, reflecting careful attention to each client's objectives. As a fee-only advisor, the firm does not sell products or accept outside fees, ensuring complete alignment with client interests.
Top Holdings
Equity Positions (114)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.13% | $9.9M | 19,840 | $269.00 | $497.41 | +$2.0M |
N NVDA | NVIDIA CORPORATION | 5.02% | $9.7M | 61,124 | $31.79 | $157.99 | +$3.0M |
B BX | BLACKSTONE INC | 4.92% | $9.5M | 63,209 | $74.47 | $149.58 | +$287.9K |
J JPM | JPMORGAN CHASE & CO. | 4.90% | $9.4M | 32,490 | $133.63 | $289.91 | +$1.2M |
A AAPL | APPLE INC | 4.68% | $9.0M | 43,832 | $182.20 | $205.17 | -$13.2M |