Distribution Cognizant, LLC
● SEC registered since 2022CRD 322048SEC# 801-126083Palo Alto, CA
Reg. AUM
$5.3M
Employees
3
Accounts
1
Location
Palo Alto, CA
Distribution Cognizant, LLC assets under management
Distribution Cognizant, LLC is an SEC-registered investment adviser based in Palo Alto, CA. The firm has been registered since 2022. It reports $5.3 million in regulatory assets under management and employs 3 people.
Distribution Cognizant, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Bein Control | Partner | Under 5% | 2022 |
| Patrick Dewerk Neal Control | Managing Member, Cio, Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Distribution Cognizant, LLC manage?
Distribution Cognizant, LLC reports $5.3 million in regulatory assets under management on its Form ADV.
How many employees does Distribution Cognizant, LLC have?
Distribution Cognizant, LLC reports 3 employees.
Where is Distribution Cognizant, LLC located?
Distribution Cognizant, LLC is based in Palo Alto, CA and has been SEC-registered since 2022.
Does Distribution Cognizant, LLC disclose fund performance?
Distribution Cognizant, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 755 Page Mill Rd, Suite Bt100, Palo Alto, CA 94306 |
| Phone | 949-415-6325 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.3M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$5.3Mregulatory AUM
Discretionary $5.3M