COHEN CIRCLE FINTECH VENTURES MANAGEMENT, LLC
Adviser information for COHEN CIRCLE FINTECH VENTURES MANAGEMENT, LLC last updated from Form ADV on March 7th, 2023. 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 | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 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 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Principal Office
3 COLUMBUS CIRCLE, 24TH FLOORNEW YORK
NY
United States
Monday - Friday, 9AM - 5 PM
Tel: (484) 995-3030, Fax: (215) 701-8280
Chief Compliance Officer
NoneIndustry Affiliates
| COHEN CIRCLE FINTECH PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| COHEN CIRCLE FINTECH VENTURES, L.P. | Venture Capital Fund | $22.6M | $0.0M | 21 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COHEN, DANIEL, GIDEON | Individual | – | MANAGING MEMBER | 07/2019 | < 5% |
| COHEN, BETSY, ZUBROW | Individual | – | CHAIRMAN | 07/2019 | < 5% |
| COHEN CIRCLE, LLC | Domestic Entity | – | MEMBER | 07/2019 | > 75% |
| COHEN CIRCLE HOLDINGS, LLC | Domestic Entity | COHEN CIRCLE, LLC | MEMBER | 12/2018 | > 75% |
| COHEN, BETSY, ZUBROW | Individual | COHEN CIRCLE HOLDINGS, LLC | MEMBER | 12/2018 | 25-50% |
| COHEN, DANIEL, GIDEON | Individual | COHEN CIRCLE HOLDINGS, LLC | MEMBER | 12/2018 | 50-75% |
| DGC FAMILY FINTECH TRUST | Domestic Entity | COHEN CIRCLE HOLDINGS, LLC | MEMBER | 08/2018 | 25-50% |
| ABRAMS, AMANDA, JOSEPHINE | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2022 | < 5% |
| SMEAL, ROBERT, MAXWELL | Individual | – | CHIEF FINANCIAL OFFICER | 01/2022 | < 5% |
| JAGOTA, MEHAR, (NMN) | Individual | – | GENERAL COUNSEL AND CHIEF OPERATING OFFICER | 01/2022 | < 5% |
| BLOMSTROM, JEFFREY, DEAN | Individual | DGC FAMILY FINTECH TRUST | TRUSTEE | 03/2017 |