Private Market View

THE KOCEN FINANCIAL GROUP, INC.

Other · RANCHO MIRAGE, CA

AUM
$612K
Portfolio companies
Recorded deals
Last investment

Key facts

  • THE KOCEN FINANCIAL GROUP, INC. is a other based in RANCHO MIRAGE, CA.
  • THE KOCEN FINANCIAL GROUP, INC. reports $612K in regulatory assets under management, per its SEC Form ADV (2026-03).

Registered with the SEC

Form ADV · 2026-03 · CRD 112129
Regulatory AUM
$612K
Private fund assets
Private funds
Staff
5
Registered office
RANCHO MIRAGE, CA
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for THE KOCEN FINANCIAL GROUP, INC. are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is THE KOCEN FINANCIAL GROUP, INC.'s AUM?
THE KOCEN FINANCIAL GROUP, INC. manages approximately $612K in assets.