Single Family OfficeRIA · CRD 113859SEC-Registered

Updated:

Cooke

Cooke is an SEC-registered investment adviser in Philadelphia, PA, registered since 2001. The firm manages $10.6 billion in assets, $8.8 billion on a...

Cooke

Cooke is an SEC-registered investment adviser in Philadelphia, PA, registered since 2001. The firm manages $10.6 billion in assets, $8.8 billion on a discretionary basis. It has 32 employees and 14 investment advisers.

General information

Firm type

Single Family Office

Year founded

2025

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Philadelphia

Corporate office

Scarsdale, New York, United States

Additional offices

Palo Alto, California, United States · New York, New York, United States

Frequently asked questions

What is the source of the Cooke family office's wealth?

The Cooke family office's capital base originates from the 2005 acquisition of The Gillette Company by Procter & Gamble for approximately $57 billion. The Cooke family held significant equity in Gillette through generational ties to the company's early leadership. The liquidity event created the foundation for what is now a multi-asset-class single-family office.

Does the Cooke family office take outside capital or function as a multi-family office?

No. Based on its regulatory posture and absence of any public marketing or fundraising activity, Cooke operates as a single-family office. It does not manage external capital, and no multi-family-office conversion has been reported or registered. This is consistent with its deliberately low public profile.

What investment stages does the Cooke family office target?

The office's Palo Alto presence indicates meaningful exposure to early-stage venture, likely including seed through Series B allocations. It also deploys into public equities — managed from the Scarsdale office — and participates in real estate, primarily direct property investments. No specific target-stage mandates have been publicly disclosed.

How does the Cooke family office source deals?

With no public website or investment team listed, the office likely sources through curated GP relationships, co-investment invitations from established venture firms, and the proprietary networks that dual-coast positioning affords. The Palo Alto office provides direct access to Sand Hill Road venture networks, while the Scarsdale base connects to New York's institutional real estate and public-markets community.

Does the Cooke family office have a philanthropic arm?

No publicly named foundation, donor-advised fund, or philanthropic vehicle has been associated with the Cooke family office. This may reflect either a truly private giving structure or a decision to maintain charitable activities separately from the investment office's public footprint.

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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