Key facts
- COHEN & COMPANY FINANCIAL MANAGEMENT, LLC is a other based in NEW YORK, NY.
- COHEN & COMPANY FINANCIAL MANAGEMENT, LLC reports $104.1M in regulatory assets under management across 5 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 133171- Regulatory AUM
- $104.1M
- Private fund assets
- $237.4M
- Private funds
- 5 · 2 other
- Staff
- 29
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio — not yet on record
No portfolio companies for COHEN & COMPANY FINANCIAL MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is COHEN & COMPANY FINANCIAL MANAGEMENT, LLC's AUM?
- COHEN & COMPANY FINANCIAL MANAGEMENT, LLC manages approximately $104.1M in assets.