Key facts
- Cohen Capital Management (California) is a family office based in San Francisco, California.
- The team roster lists 1 person.
About Cohen Capital Management (California)
Cohen Capital Management is a single family office based in San Francisco, California. The firm offers financial planning and management services. The assets of the firm are managed by the executive team.
Registered with the SEC
Form ADV · 2026-03 · CRD 107903- Regulatory AUM
- —
- Private fund assets
- —
- Private funds
- —
- Staff
- 7
- Registered office
- CORTE MADERA, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as COHEN CAPITAL MANAGEMENT INC).
Free account
See the whole book
- ·Watchlist + alerts for Cohen Capital Management (California)'s activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for Cohen Capital Management (California) are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Team
1 people on record
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.