Investment adviser · CRD 167524

COHEN CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

BROOKLYN, NY, United States · Form ADV filed Mar 23, 2017

Regulatory AUM
$35M
Form ADV · Item 5.F
Client accounts
11
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 23, 2017. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

372 AVENUE U, SUITE 4B
BROOKLYN, NY, 11223, United States

CRD 167524

Filing source

Form ADV 1087731 · Mar 23, 2017 · 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.