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Building 2COHEN & COMPANY FINANCIAL MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone646-792-5600
NotebookSEC #801-63845
Total AUM
$237.4M
Employees
29
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 COLUMBUS CIRCLE
24TH FLOOR
NEW YORK
NY 10019
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
646-792-5600

ReceiptFinancials

Total AUM
$237.4M
Accounts
5
Discretionary
$105.2M
Accounts
4
Non-Discretionary
$132.3M
Accounts
1

ContactClients

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Pooled Vehicle Clients
5
AUM
$237.4M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PORTION OF FOUNDERS SHARE ALLOCATION PURCHASED AT NOMINAL COST

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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