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Cohen Capital Management Inc

● SEC registered since 1995CRD 107903SEC# 801-49266Corte Madera, CA
Export (members)
Reg. AUM
$1.01B
Employees
7
Accounts
474
Location
Corte Madera, CA

Cohen Capital Management Inc assets under management

Cohen Capital Management Inc is a registered investment adviser overseen by the SEC based in Corte Madera, CA. The firm has been registered since 1995. It reports $1 billion in regulatory assets under management and employs 7 people.
www.linkedin.com/company/cohen-capital-management/aboutView on SEC.gov ↗

Cohen Capital Management Inc owners & executives

1 reported
NameTitleOwnershipSince
Jay Adam Cohen ControlPresident,ceo, CcoOver 75%1995

Frequently asked questions

How much does Cohen Capital Management Inc manage?

Cohen Capital Management Inc reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Cohen Capital Management Inc have?

Cohen Capital Management Inc reports 7 employees.

Where is Cohen Capital Management Inc located?

Cohen Capital Management Inc is based in Corte Madera, CA and has been SEC-registered since 1995.

Does Cohen Capital Management Inc disclose fund performance?

Cohen Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address770 Tamalpais Drive, Suite 318, Corte Madera, CA 94925-1737
Phone(415) 927-8011
Fax(415) 927-8010
Office hours7:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1508120
Discloses disciplinary historyNo

Assets under management

Discretionary$1.01B
Non-discretionary$0
Total (RAUM)$1.01B