RIA · CRD 133171SEC-RegisteredPrivate Fund Adviser

Updated:

Cohen & Company Financial Management

Cohen & Company Financial Management, LLC is an SEC-registered investment adviser in New York, NY, registered since 2005. The firm manages $237 million in...

Cohen & Company Financial Management

Cohen & Company Financial Management, LLC is an SEC-registered investment adviser in New York, NY, registered since 2005. The firm manages $237 million in assets, with $105 million on a discretionary basis. It has 29 employees and 5 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Principals

Steven Cohen

Principal

Sector focus

Hedge FundsPrivate EquityVenture CapitalReal EstateSports & EntertainmentArt & Collectibles

Frequently asked questions

What is Cohen & Company Financial Management?

Cohen & Company Financial Management is a ria based in United States.

Where is Cohen & Company Financial Management headquartered?

Cohen & Company Financial Management is headquartered in United States, in the North America region.

What does Altss track for Cohen & Company Financial Management?

Altss maintains an OSINT-verified profile of Cohen & Company Financial Management 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 type of firm is Cohen & Company Financial Management?

Cohen & Company Financial Management is classified by Altss as a RIA, operating from United States within the North America region.

How does Altss source intelligence on Cohen & Company Financial Management?

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 Cohen & Company Financial Management's Altss profile last updated?

Cohen & Company Financial Management's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by 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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles