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Bellwether Consulting
Bellwether Consulting is an investment consulting firm for institutional investors. It is an investment advisor with over $50 billion in assets under fiduciary...
Bellwether Consulting
Bellwether Consulting is an investment consulting firm for institutional investors. It is an investment advisor with over $50 billion in assets under fiduciary advisement, specializing in investment advice to retirement plan sponsors and other institutional investors on the management and oversight of their investment programs. As an independent firm unaffiliated with investment managers or service providers, it does not accept product-related compensation such as sales commissions and acts solely as the client's advocate.
General information
Firm type
RIA
Year founded
2001
AUM
$50B+
Location
City
Millburn
Principals
Scott Cohen
Investment Consultant and co-founder
Jacob Finkel
CFA, Investment Consultant
Keith Hocter
CFA, Investment Consultant and co-founder
Lynda Sandersen
Investment Consultant
Sector focus
Frequently asked questions
What is Bellwether Consulting?
Bellwether Consulting is a ria headquartered in Millburn.
When was Bellwether Consulting founded?
Bellwether Consulting was founded in 2001.
Where is Bellwether Consulting headquartered?
Bellwether Consulting is headquartered in Millburn.
What is Bellwether Consulting's assets under management?
Bellwether Consulting reports approximately $50B+ in assets under management, as tracked by Altss.
What does Altss track for Bellwether Consulting?
Altss maintains an OSINT-verified profile of Bellwether Consulting covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Bellwether Consulting's website?
Bellwether Consulting's public website is bellwetherconsulting.net. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Bellwether Consulting?
Bellwether Consulting is classified by Altss as a RIA.
How does Altss source intelligence on Bellwether Consulting?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Bellwether Consulting's Altss profile last updated?
Bellwether Consulting's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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