COHEN INVESTMENT ADVISORS, LLC
Adviser information for COHEN INVESTMENT ADVISORS, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Hampshire, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 701 | $188.3M |
| Non-Discretionary | 0 | $0 |
| Total | 701 | $188.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 136 | $35.6M |
| HNW Individuals | 72 | $140.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $12.4M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 7 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-117592 |
|---|---|
| SEC ERA File Number | 801-117592 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 168595 |
| Legal Entity Identifier | None |
Principal Office
264 SOUTH RIVER ROADSUITE 414
BEDFORD
NH
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: (603) 232-8350, Fax: (603) 628-2280
Chief Compliance Officer
DANIEL COHEN
CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER
264 SOUTH RIVER ROAD
SUITE 414
BEDFORD
NH
United States
Tel:
(603) 232-8350
Fax:
(603) 628-2280
D*****@******************M
(Full email address available in API data)
Regulatory Contact
CHRISTINE PRIBYL
OPERATIONS MANAGER
264 S. RIVER ROAD
SUITE 414
BEDFORD
NH
United States
Tel:
(603) 2328350
C********@******************M
(Full email address available in API data)
Industry Affiliates
| COHEN REAL ESTATE ADVISORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| COHEN REAL ESTATE FUND 2017, LLLP | Real Estate Fund | $5.7M | $0.1M | 15 |
| COHEN REAL ESTATE FUND II LLP | Real Estate Fund | $6.7M | $0.1M | 35 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COHEN, DANIEL | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER | 10/2013 | > 75% |