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COHEN CAPITAL MANAGEMENT INC
CRD 107903 · SEC 801-49266
770 TAMALPAIS DRIVE, SUITE 318, CORTE MADERA, CA, 94925-1737, United States
Phone
(415) 927-8011
Fax
(415) 927-8010
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.00B
Discretionary AUM
$1.00B
Team
7 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; PROFIT INTEREST
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONCIERGE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $5.4M |
| High net worth individuals | 40 | $704.8M |
| Pension/profit sharing plans | 1 | $7.8M |
| Charitable organizations | 6 | $58.8M |
| Corporations/business entities | 18 | $221.3M |
States served
CA, CO
All web addresses on file
Official SEC filing: View on IAPD