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Cohen Circle
Cohen Circle is an SEC-registered investment adviser with its main office in New York, NY. It provides investment advice to clients. The firm is headquartered...
Cohen Circle
Cohen Circle is an SEC-registered investment adviser with its main office in New York, NY. It provides investment advice to clients. The firm is headquartered in New York.
General information
Firm type
Private Equity
Year founded
2015
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
What is Cohen Circle's known role in the SPAC market?
Cohen Circle has served as sponsor or co-sponsor for multiple blank-check companies that later completed business combinations with operating businesses. Publicly traceable examples include SPACs that merged with payments platform Paya and small-business solutions provider CardConnect. These transactions targeted companies with steady cash flows and regulatory sensitivity, aligning with the firm's financial-services expertise.
Which sectors does Cohen Circle target for new investments?
The firm concentrates on fintech, enterprise software, and AI-native businesses that can benefit from public-market access or structured private capital. Within fintech, subsectors include payments, specialty lending, and insurance technology. Cohen Circle generally avoids sectors outside the financial-services and enterprise-technology perimeter.
Does Cohen Circle disclose its assets under management?
No. The firm does not publicly report AUM, total committed capital, or aggregate deal volume. Because Cohen Circle deploys capital on a transaction-by-transaction basis through special-purpose vehicles, consistent AUM measurement methods used for traditional private equity funds do not apply.
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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