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Cohen Klingenstein, LLC

● SEC registered since 2008CRD 148428SEC# 801-69612New York, NY
Export (members)
Ranks #1,647 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.39B
Fund GAV
$1.98B
Private funds
1
Employees
7
Accounts
114
Location
New York, NY

Cohen Klingenstein, LLC assets under management

Cohen Klingenstein, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2008. It reports $3.4 billion in regulatory assets under management and employs 7 people. Cohen Klingenstein, LLC manages 1 private fund with combined gross assets of $2 billion, including Ck Diversified Fund LLC. By regulatory assets, it ranks 1,647 of 6,004 private fund managers.

Cohen Klingenstein, LLC private funds

1 funds · $1.98B GAV
FundTypeGross assetsMin.
Ck Diversified Fund LLCHedge$1.98B$5M

Cohen Klingenstein, LLC owners & executives

2 reported
NameTitleOwnershipSince
George Michael Cohen ControlManaging Member, Chief Compliance Officer50-75%2008
Thomas Davis Klingenstein ControlManaging Member50-75%2008

Frequently asked questions

How much does Cohen Klingenstein, LLC manage?

Cohen Klingenstein, LLC reports $3.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Cohen Klingenstein, LLC manage?

Cohen Klingenstein, LLC manages 1 private funds with combined gross assets of $2 billion.

How many employees does Cohen Klingenstein, LLC have?

Cohen Klingenstein, LLC reports 7 employees.

Where is Cohen Klingenstein, LLC located?

Cohen Klingenstein, LLC is based in New York, NY and has been SEC-registered since 2008.

Does Cohen Klingenstein, LLC disclose fund performance?

Cohen Klingenstein, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1441 Broadway, Suite 2301, New York, NY 10018
Phone212-757-0235
Fax212-757-0293
Office hours9 a.m. To 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Regulatory AUM

$3.39B▲ 13%
Mar '25 — $2.99BApr '25 — $2.99BMay '25 — $2.99BJun '25 — $2.99BJul '25 — $2.99BAug '25 — $2.99BSep '25 — $2.99BOct '25 — $2.99BNov '25 — $2.99BDec '25 — $2.99BJan '26 — $2.99BFeb '26 — $2.99BMar '26 — $3.39BApr '26 — $3.39BMay '26 — $3.39BJun '26 — $3.39B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
AUM vs fund managersTop 27%
Larger than 73% 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

$3.39Bregulatory AUM
Discretionary $3.39B

Service providers