# Collabria Capital, Inc

> Collabria Capital, Inc is a state-registered investment advisory firm in San Ramon, CA, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 159858
- Filed as: COLLABRIA CAPITAL, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Ramon, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159858
- AdvisorCensus page: https://advisorcensus.com/firm/collabria-capital-inc-san-ramon-ca-159858

## Quick answers

**How is Collabria Capital, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Collabria Capital, Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Collabria Capital, Inc located?**
Collabria Capital, Inc's principal office is in San Ramon, CA, according to its Form ADV.

**Is Collabria Capital, Inc registered with the SEC or a state?**
Collabria Capital, Inc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159858.

**How much does Collabria Capital, Inc manage?**
Collabria Capital, Inc reports $18,559,708 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (94% discretionary).

**What types of clients does Collabria Capital, Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (8).

**Does Collabria Capital, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159858

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $18,559,708
- Discretionary: $17,458,517
- Non-discretionary: $1,101,191

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $3,132,347 |
| High net worth individuals | 10 | $15,427,361 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- collabriacapital.com
- Facebook @COLLABRIACAPITAL
- LinkedIn @COLLABRIA-CAPITAL
- X @PAULJSAAD

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Collabria Capital, Inc (CRD 159858): Form ADV filing data as of October 2026.