Investment adviser · CRD 297315
COHALO
Investment adviser filing (IA)
COHALO ADVISORY LLC
· Form ADV filed Apr 10, 2026
- Regulatory AUM
- $1.35B Form ADV · Item 5.F
- Client accounts
- 66 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $1,339,400,000 | 99.5% |
| Individuals | 22 | $3,600,000 | 0.3% |
| High-net-worth individuals | 6 | $2,900,000 | 0.2% |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2093807 · Apr 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 10, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
CRD 297315
Filing source
Form ADV 2093807 · Apr 10, 2026 · 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.