COHERENCE FINANCE INC.
Adviser information for COHERENCE FINANCE INC. last updated from Form ADV on March 29th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| 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 | 0 | $0 |
| Non-Discretionary | 25 | $12,000 |
| Total | 25 | $12,000 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 25 | $12,000 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-126702 |
|---|---|
| SEC ERA File Number | 801-126702 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322904 |
| Legal Entity Identifier | None |
Principal Office
215 NORTH PEORIA STREET8TH FLOOR
CHICAGO
IL
United States
Monday - Friday, 9AM-5PM
Tel: 7082779131, Fax: None
Chief Compliance Officer
SAGE FARRENHOLZ
OWNER
215 NORTH PEORIA STREET
8TH FLOOR
CHICAGO
IL
United States
Tel:
7082779131
S***@****************E
(Full email address available in API data)
Regulatory Contact
SAGE FARRENHOLZ
OWNER
215 NORTH PEORIA STREET
CHICAGO
IL
United States
Tel:
7082779131
S***@****************E
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GUNDERMAN, ANDREW, JAMES | Individual | – | OWNER | 04/2022 | 25-50% |
| FARRENHOLZ, SAGE, NICHOLAS | Individual | – | OWNER / CHIEF COMPLIANCE OFFICER | 04/2022 | 25-50% |
| LI, KEVIN, XIANG | Individual | – | OWNER | 04/2022 | 25-50% |