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COHEN GROUP

Business and Investment Profile

The COHEN GROUP is a publicly held investment adviser that advises $283.19mn in regulatory assets under management held in 3 SEC fund types across 5 investment strategies. COHEN GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 86.75% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 21.5 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3 COLUMBUS CIRCLE 24TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.

Employee Profile

They have 29 employees comprised of 5 investment and 24 non-investment staff. The total number of Employees increased by 20.83% over the last 5-years.

Asset Profile

Their $283.19mn in assets advised are owned by 8 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $283.19mn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, FI/Credit - Asset Backed Securities and Early Stage, representing 46.71%, 36.77% and 12.14% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 3 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 7 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

COHEN GROUP names 1 sub-adviser PACIFIC INVESTMENT MANAGEMENT COMPANY LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: COHEN GROUP

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Generated 2026-09-12T06:51:34.2000277.  © 2026 Convergence.