Single Family OfficeRIA · CRD 148428SEC-RegisteredPrivate Fund Adviser

Updated:

Cohen Klingenstein, LLC

Cohen Klingenstein, LLC is an SEC-registered investment adviser in New York, NY, registered since 2008. The firm manages approximately $3.4 billion in...

Cohen Klingenstein, LLC

Cohen Klingenstein, LLC is an SEC-registered investment adviser in New York, NY, registered since 2008. The firm manages approximately $3.4 billion in regulatory assets. It has 7 employees and 3 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Frequently asked questions

Who runs investment decisions at Cohen Klingenstein, LLC?

The individuals responsible for investment decisions at Cohen Klingenstein, LLC are not disclosed in public records. The firm maintains a private operating structure with no named principals or key personnel available in open sources.

How does Cohen Klingenstein, LLC source proprietary deal flow?

The firm does not publicly describe any deal sourcing methodology. Given its New York location and status as a family office, it likely relies on the principal's network, relationships with banks, and advisors in the financial community. No proprietary sourcing model is confirmed.

Is Cohen Klingenstein, LLC structured as a single family office or does it operate more like a venture firm?

Based on the firm's name and typical industry classification, Cohen Klingenstein, LLC operates as a single family office, serving the capital needs of one family. There is no evidence it functions as a venture firm or multi-family office.

Does Cohen Klingenstein, LLC participate in fund commitments or only direct deals?

The firm's investment approach is not publicly detailed. As a typical single-family office, it may engage in both fund commitments and direct investments, but no specific transactions or fund relationships have been disclosed in public records.

Where does the underlying wealth come from?

The origin of wealth behind Cohen Klingenstein, LLC is not disclosed. The firm’s name does not correspond to widely known public financial fortunes, and no information about the principal’s background is available in public sources.

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.

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