Cohen David appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Cohen David appears on 21 filing roles across Form ADV (21).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | CITIGROUP GLOBAL MARKETS INC. | CHIEF INVESTMENT OFFICER, U.S. RETAIL & HIGH NET WORTH - CITIGROUP ASSET MGMT. | NEW YORK, NY |
| — | Form ADV | PRECISION CAPITAL ADVISORS, LLC | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | GREENWICH, CT |
| — | Form ADV | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | MEMBER | NEW YORK, NY |
| — | Form ADV | FIRST RESERVE MANAGEMENT, L.P. | CHIEF OPERATING OFFICER | STAMFORD, CT |
| — | Form ADV | FARALLON CAPITAL MANAGEMENT, L.L.C. | MANAGING MEMBER | SAN FRANCISCO, CA |
| — | Form ADV | CLEARBRIDGE INVESTMENTS, LLC | CHIEF INVESTMENT OFFICER - U.S. RETAIL AND HIGH NET WORTH | NEW YORK, NY |
| 2025-03-28 | Form ADV | TECHSTARS | CHIEF EXECUTIVE OFFICER | NEW YORK, NY |
| — | Form ADV | HEIGHTS LLC | SHAREHOLDER | LOS ANGELES, CA |
| — | Form ADV | MSA ADVISORS, LLC | MANAGING DIRECTOR | SANTA MONICA, CA |
| — | Form ADV | HALLE CAPITAL MANAGEMENT LP | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC | EXECUTIVE VP | WEST PALM BEACH, FL |
| — | Form ADV | SALOMON BROTHERS ASSET MANAGEMENT INC | CHIEF INVESTMENT OFFICER | NEW YORK, NY |
| — | Form ADV | CLEARBRIDGE, LLC | CO-CHIEF INVESTMENT OFFICER | BALTIMORE, MD |
| — | Form ADV | SMITH BARNEY FUND MANAGEMENT LLC | CHIEF INVESTMENT OFFICER | NEW YORK, NY |
| — | Form ADV | GLOBAL CURRENTS INVESTMENT MANAGEMENT, LLC | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | WILMINGTON, DE |
| — | Form ADV | MAIN STREET ADVISORS, INC. | MANAGING DIRECTOR | SANTA MONICA, CA |
| — | Form ADV | CITI FUND MANAGEMENT INC. | CHIEF INVESTMENT OFFICER | STAMFORD, CT |
| — | Form ADV | TRAVELERS INVESTMENT ADVISER,INC. | CHIEF INVESTMENT OFFICER | NEW YORK, NY |
| — | Form ADV | MDC FINANCIAL RESEARCH, LLC | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF RESEARCH | — |
| — | Form ADV | PATHWAY CAPITAL OPPORTUNITY FUND MANAGEMENT, LLC | EXECUTIVE VP | NEW YORK, NY |
| — | Form ADV | OAKLINE ADVISORS, LLC | CHIEF EXECUTIVE OFFICER | DALLAS, TX |