Cohen Capital Management Inc
● SEC registered since 1995CRD 107903SEC# 801-49266Corte Madera, CA
Reg. AUM
$1B
Employees
7
Accounts
110
Location
Corte Madera, CA
Cohen Capital Management Inc assets under management
Cohen Capital Management Inc is a registered investment adviser overseen by the SEC based in Corte Madera, CA. The firm has been registered since 1995. It reports $1 billion in regulatory assets under management and employs 7 people.
Cohen Capital Management Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Adam Cohen Control | President,ceo, Cco | Over 75% | 1995 |
Frequently asked questions
How much does Cohen Capital Management Inc manage?
Cohen Capital Management Inc reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Cohen Capital Management Inc have?
Cohen Capital Management Inc reports 7 employees.
Where is Cohen Capital Management Inc located?
Cohen Capital Management Inc is based in Corte Madera, CA and has been SEC-registered since 1995.
Does Cohen Capital Management Inc disclose fund performance?
Cohen Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 770 Tamalpais Drive, Suite 318, Corte Madera, CA 94925-1737 |
| Phone | (415) 927-8011 |
| Fax | (415) 927-8010 |
| Office hours | 7:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1508120 |
| Discloses disciplinary history | No |
Regulatory AUM
$1B▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1Bregulatory AUM
Discretionary $1B