COHERE CAPITAL
COHERE CAPITAL PARTNERS, LP Legal Name
Adviser information for COHERE CAPITAL last updated from Form ADV on March 25th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 2 | $375.5M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $375.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $375.5M |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-121047 |
|---|---|
| SEC ERA File Number | 801-121047 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305806 |
| Legal Entity Identifier | None |
Principal Office
800 BOYLSTON STREETPRUDENTIAL TOWER, SUITE 2250
BOSTON
MA
United States
Monday - Friday, 9AM-5PM
Tel: 617-245-4020, Fax: 617-245-4016
Chief Compliance Officer
NIKUNJ SHAH
800 BOYLSTON STREET
PRUDENTIAL TOWER, SUITE 2250
BOSTON
MA
United States
Tel:
617-245-4020
Fax:
617-245-4016
N****@****************M
(Full email address available in API data)
Regulatory Contact
DANIEL GEDNEY
PARTNER
800 BOYLSTON STREET
PRUDENTIAL TOWER, SUITE 2250
BOSTON
MA
United States
Tel:
617-245-4020
Fax:
617-245-4016
D******@****************M
(Full email address available in API data)
Industry Affiliates
| COHERE CAPITAL FUND I GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| COHERE CAPITAL FUND II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| COHERE CAPITAL FUND I, LP | Private Equity Fund | $260.3M | $0.0M | 26 |
| COHERE CAPITAL FUND II, LP | Private Equity Fund | $115.3M | $0.0M | 10 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COHERE CAPITAL PARTNERS, LLC | Domestic Entity | – | GENERAL PARTNER | 08/2019 | < 5% |
| GEDNEY, DANIEL, PATRICK | Individual | – | PARTNER | 08/2019 | 25-50% |
| SHAH, NIKUNJ, SOM | Individual | – | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | 03/2019 | 50-75% |
| WXYZZZ, LLC | Domestic Entity | – | LIMITED PARTNER | 08/2019 | 10-25% |