Cohen Investment Advisors, LLC
● SEC registered since 2019CRD 168595SEC# 801-117592Bedford, NH
Ranks #4,781 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$259.3M
Fund GAV
$15.7M
Private funds
1
Employees
7
Accounts
919
Location
Bedford, NH
Cohen Investment Advisors, LLC assets under management
Cohen Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in Bedford, NH. The firm has been registered since 2019. It reports $259.3 million in regulatory assets under management and employs 7 people. Cohen Investment Advisors, LLC manages 1 private fund with combined gross assets of $15.7 million, including Cohen Real Estate Fund II LLLP. By regulatory assets, it ranks 4,781 of 6,004 private fund managers.
Cohen Investment Advisors, LLC private funds
1 funds · $15.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cohen Real Estate Fund II LLLP | Real Estate | $15.7M | $100K |
Cohen Investment Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Cohen Control | Chief Compliance Officer, Chief Executive Officer & Chief Investment Officer | Over 75% | 2013 |
Frequently asked questions
How much does Cohen Investment Advisors, LLC manage?
Cohen Investment Advisors, LLC reports $259.3 million in regulatory assets under management on its Form ADV.
How many private funds does Cohen Investment Advisors, LLC manage?
Cohen Investment Advisors, LLC manages 1 private funds with combined gross assets of $15.7 million.
How many employees does Cohen Investment Advisors, LLC have?
Cohen Investment Advisors, LLC reports 7 employees.
Where is Cohen Investment Advisors, LLC located?
Cohen Investment Advisors, LLC is based in Bedford, NH and has been SEC-registered since 2019.
Does Cohen Investment Advisors, LLC disclose fund performance?
Cohen Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 264 South River Road, Suite 414, Bedford, NH 03110 |
| Phone | (603) 232-8350 |
| Fax | (603) 628-2280 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$259.3M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
AUM vs fund managersTop 80%
Larger than 20% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$259.3Mregulatory AUM
Discretionary $259.3M
Service providers
Auditor
Custodian