Cohen & Company Financial Management, LLC
Cohen & Company Financial Management, LLC is an SEC-registered asset manager in New York, NY with $237.4M assets under management (AUM, regulatory AUM), -80% over one year. See who owns Cohen & Company Financial Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133171, SEC 801-63845, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $237.4M (2026-03-31)
- Firm type
- Asset Manager
- Location
- New York, NY
- Employees
- 29
- Clients
- 5
- CRD
- 133171
- Ownership
- COHEN, DANIEL, GIDEON; SHENKMAN, MICHAEL, CRAIG; POOLER, JOSEPH; RICCIARDI, CHRISTOPHER; HILLIER, SAMUEL, HUNT
How much AUM does Cohen & Company Financial Management, LLC have?
Cohen & Company Financial Management, LLC reported $237.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Cohen & Company Financial Management, LLC?
Disclosed owners and executives of Cohen & Company Financial Management, LLC include COHEN, DANIEL, GIDEON, SHENKMAN, MICHAEL, CRAIG, POOLER, JOSEPH, RICCIARDI, CHRISTOPHER, HILLIER, SAMUEL, HUNT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.