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Cohen Investment Advisors, LLC

● SEC registered since 2019CRD 168595SEC# 801-117592Bedford, NH
Export (members)
Ranks #4,637 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$225.6M
Fund GAV
$12.7M
Private funds
1
Employees
8
Accounts
758
Location
Bedford, NH

Cohen Investment Advisors, LLC assets under management

Cohen Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in Bedford, NH. The firm has been registered since 2019. It reports $225.6 million in regulatory assets under management and employs 8 people. Cohen Investment Advisors, LLC manages 1 private fund with combined gross assets of $12.7 million, including Cohen Real Estate Fund II LLP. By regulatory assets, it ranks 4,637 of 5,911 private fund managers.

Cohen Investment Advisors, LLC private funds

1 funds · $12.7M GAV
FundTypeGross assetsMin.
Cohen Real Estate Fund II LLPReal Estate$12.7M$100K

Cohen Investment Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel Cohen ControlChief Compliance Officer, Chief Executive Officer & Chief Investment OfficerOver 75%2013

Frequently asked questions

How much does Cohen Investment Advisors, LLC manage?

Cohen Investment Advisors, LLC reports $225.6 million in regulatory assets under management on its Form ADV.

How many private funds does Cohen Investment Advisors, LLC manage?

Cohen Investment Advisors, LLC manages 1 private funds with combined gross assets of $12.7 million.

How many employees does Cohen Investment Advisors, LLC have?

Cohen Investment Advisors, LLC reports 8 employees.

Where is Cohen Investment Advisors, LLC located?

Cohen Investment Advisors, LLC is based in Bedford, NH and has been SEC-registered since 2019.

Does Cohen Investment Advisors, LLC disclose fund performance?

Cohen Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address264 South River Road, Suite 414, Bedford, NH 03110
Phone(603) 232-8350
Fax(603) 628-2280
Office hours8:30 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$225.6M
Non-discretionary$0
Total (RAUM)$225.6M