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Cognitiant Registered Investment Advisors
COGNITIANT REGISTERED INVESTMENT ADVISORS is a state-registered investment adviser in PORTLAND, OR. The firm manages approximately $26 million in regulatory...
Cognitiant Registered Investment Advisors
COGNITIANT REGISTERED INVESTMENT ADVISORS is a state-registered investment adviser in PORTLAND, OR. The firm manages approximately $26 million in regulatory assets. It has 2 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2015
AUM
$2.5B (per SEC Form ADV, 2023)
Location
Region
North America
Country
United States
City
Portland
Corporate office
New York, NY, United States
Principals
Jonathan K. Margulies
Founder & Managing Director
Ronald J. Shear
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Cognitiant?
Jonathan K. Margulies serves as Founder & Managing Director and oversees strategic direction. Ronald J. Shear is Chief Investment Officer and leads portfolio construction across private credit, real estate, and alternatives (per SEC filing).
How does Cognitiant source proprietary deal flow?
The firm leverages relationships built by its former Wall Street professionals to access lower-middle-market direct deals. Cognitiant participates in club deals and SPVs with private equity and real estate managers, often as a co-investor rather than a passive LP (per Form ADV and public record).
Does Cognitiant participate in fund commitments or only direct deals?
The firm does both. It commits capital to external private credit and hedge fund vehicles, but its distinguishing practice is writing direct co-investments alongside managers in real estate and private equity transactions (per SEC filing).
What investment stages does Cognitiant typically target?
The firm focuses on lower-middle-market and mid-market opportunities, particularly in private credit and real estate. It seeks transactions where its capital can be part of a structured deal rather than a passive allocation.
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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