Collaborative Fund Management LLC: administrator changed to Carta
Why now: Administrator switched to Carta on the Form ADV of Aug 26, 2026.
Relevant to Service providers, Fund managers, LPsRelevant to competing fund administrators: a role changed hands on this filing.
What happened, who is involved, evidence
- What happened
- Collaborative Fund Management LLC named Carta as administrator in place of Standish Management for 15 funds on its Form ADV filed Aug 26, 2026 (previous filing Mar 27, 2026).
- Why it may matter
- A manager that just changed a provider shows who is winning that role, and which incumbent lost it.Potential opportunity for competing providers (a recent switch is rarely reversed soon)
- Who could care
- Competing administrators, auditors, custodians and placement agents; peer managers; LPs
- Who is involved
- Collab Ii-Sc a, LLC (fund); Collab III L-B, LLC (fund); Collab Q-D, LLC (fund); Collab Shared Future 2023, L.P. (fund); Collab+consumer I, L.P. (fund)Potential decision makers: Jaspreet Singh, Chief Compliance Officer; Jeffrey Scott Ullrich, Chief Financial Officer; Craig Shapiro, Managing Member, Collaborative Fund Management LLCFirm phone or website on record (on the record, under its rights check)
- Existing providers
- Administrator: Carta; Auditor: BDO; Custodian: PACIFIC WESTERN BANKNamed on most of the manager's funds, Form ADV Schedule D
- Evidence
- Administrator changed: Carta replaced Standish Management, first reported on the Form ADV filed August 26, 2026 (previous filing March 27, 2026) · Aug 26, 2026 · Form ADVFact, medium confidence: Ten or more funds moved on one filing: possibly a platform or corporate move