The COHEN INVESTMENT ADVISORS is a privately held investment adviser that advises $1.13Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. COHEN INVESTMENT ADVISORS is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 105.48% over the last 5-years.
The Group has been registered with the SEC for 6.74 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 264 SOUTH RIVER ROAD SUITE 414, BEDFORD, NEW HAMPSHIRE. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 4 investment and 3 non-investment staff. The total number of Employees increased by 40% over the last 5-years.
Their $1.13Bn in assets advised are owned by 1 private fund, 4 public funds and BDCs and 13 other accounts. Assets of Investment Companies (IC) clients own $855mn or 75.68% of Total Assets and High Net Worth Individuals own $198.82mn or 17.6% of Total Assets.
The Group's top investment strategies include Traditional LBO and Real Estate, representing 98.2% and 1.8% of total assets, respectively.
They advise 6 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $15.68mn in assets.
The Group discloses fixed fees and management fees.
COHEN INVESTMENT ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.