# Cognitiant Registered Investment Advisors

Cognitiant Registered Investment Advisors is a Multi Family Office based in Portland, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2015
- **Assets under management:** $2.5B (per SEC Form ADV, 2023)
- **Website:** cognitiant.com

## Regulatory record

- **CRD number:** 152295
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152295

## About

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.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Private Equity

## People

- Jonathan K. Margulies — Founder & Managing Director
- Ronald J. Shear — Chief Investment Officer

## 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.

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- [Blackstone Liquid Credit Advisors I LLC](https://altss.com/profile/blackstone-liquid-credit-advisors-i-llc)
- [MKB Consulting LLC](https://altss.com/profile/mkb-consulting-llc)

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Last updated: 2026-07-06T01:24:14.351Z

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