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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.
Latest 13F Filing Activity
Cottage Street Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 114 equity positions with a total 13F market value of $192M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., JPMorgan Chase & Co. among other positions. Cottage Street Advisors LLC reduced exposure to Apple Inc., Amazon Com Inc., Invesco QQQ TR among others.
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 |
Industry Allocation
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