Advisor at Cottingham Management Company, LLC
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Firm
Cottingham Management Company, LLC
Location
Carlsbad, CA 92009
Credentials
CFA®, Series 63
Industry experience
24 years
Stephen Bick is a CFA® charterholder with 24 years of industry experience. He serves as the sole advisor at Cottingham Management Company, LLC, where he has worked since 2001. Beyond his advisory role, he holds executive and advisory positions in several private companies, including CEO roles at The Hawaii Fudge Company and Boundary Acquisition, and an advisory role at Majella Assisted Living. Cottingham Management Company, LLC provides discretionary investment management exclusively to pooled investment vehicles, managing closed-end and private funds focused on secured debt and private equity control investments. The firm emphasizes strict underwriting, fundamental analysis, and company site visits, operating under full discretionary authority with multi-year liquidity terms.
$0 - $250,000: $250,000+: varies depending on Fund and investor qualification
20% incentive allocation/performance fee for Cottingham Development Fund, LLC; 10% special profit allocation for Cottingham Income Fund, LLC; performance-based fee to general partner for Ubuntu Income and Private Equity Fund, LP subject to conditions
Account minimum: $250,000
2794 Gateway Road
Carlsbad, CA 92009
California
Boundary Acquisition
2021 - Present (5 years)
Majella Assisted Living
2020 - Present (6 years)
The Hawaii Fudge Company
2014 - Present (12 years)
Lead Commerce
2010 - Present (16 years)
Cottingham Management Company, LLC
2001 - Present (25 years)
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Is active or affiliated with:
Fund sponsor
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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