COHEN CAPITAL MANAGEMENT INC

COHEN CAPITAL MANAGEMENT INC of CORTE MADERA, CA is an SEC-registered investment adviser (CRD 107903). Regulatory assets under management: $1.0B.

Registration

• CRD: 107903
• SEC file number: 801-49266
• Type: Registered investment adviser
• Location: 770 TAMALPAIS DRIVE, CORTE MADERA, CA, 94925-1737
• Phone: (415) 927-8011
• Latest filing: 2026-03-30
• Regulatory AUM: $1.0B
• Discretionary AUM: $1.0B
• Clients: 7
• Accounts: 110

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 107903 on SEC IAPD (source of record)
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