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Distribution Cognizant, LLC

● SEC registered since 2022CRD 322048SEC# 801-126083Palo Alto, CA
Export (members)
Reg. AUM
$4.6M
Employees
3
Accounts
1
Location
Palo Alto, CA

Distribution Cognizant, LLC assets under management

Distribution Cognizant, LLC is an SEC-registered investment adviser based in Palo Alto, CA. The firm has been registered since 2022. It reports $4.6 million in regulatory assets under management and employs 3 people.
www.distributioncognizant.comView on SEC.gov ↗

Distribution Cognizant, LLC owners & executives

2 reported
NameTitleOwnershipSince
Dennis Bein ControlPartnerUnder 5%2022
Patrick Dewerk Neal ControlManaging Member, Cio, Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Distribution Cognizant, LLC manage?

Distribution Cognizant, LLC reports $4.6 million in regulatory assets under management on its Form ADV.

How many employees does Distribution Cognizant, LLC have?

Distribution Cognizant, LLC reports 3 employees.

Where is Distribution Cognizant, LLC located?

Distribution Cognizant, LLC is based in Palo Alto, CA and has been SEC-registered since 2022.

Does Distribution Cognizant, LLC disclose fund performance?

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

Contact & registration

Address755 Page Mill Rd, Suite Bt100, Palo Alto, CA 94306
Phone949-415-6325
Office hours9:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.6M
Non-discretionary$0
Total (RAUM)$4.6M