Investment adviser · CRD 327798

COLLECTIVE RETIREMENT SOLUTIONS LLC

Investment adviser filing (IA)

BRYN MAWR, PA, United States · Form ADV filed Dec 11, 2023

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CRS INVESTMENT TRUSTOther Private Fund · Last reported Dec 11, 2023$0Gross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1302332911
Reported beneficial owners
0
Minimum commitment
$0

Form ADV 1804389 · Dec 11, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Dec 11, 2023. View historical filings

Reported services

Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets

Principal office

925 WEST LANCASTER AVENUE, SUITE 250
BRYN MAWR, PA, 19010, United States

CRD 327798

Filing source

Form ADV 1804389 · Dec 11, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.