Cottonwood Wealth Strategies
Cottonwood Wealth Strategies is a private equity and venture manager in Salt Lake City, UT. It is registered with the SEC as an investment adviser with $279M in regulatory assets and 5 staff. It has 2 funds on file, the latest reported in September 2026.
Funds on file
2
Raised, all funds
$8M
Regulatory assets
$279M
Staff
5
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
What it invests in
SectorsPrivate Equity (Venture & Traditional), Opportunistic Credit, Private Real Estate
As the firm describes itself, November 2026.
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$279M
Employees5
Clients185 individuals, 45 wealthy individuals, 6 charities and 2 private funds.
Control personsMatthew, Donald Pappas, Thomas, J Pappas.
Private funds1 private funds holding $2.2M in gross assets.
Private funds it reports
FundTypeGross assets