Updated:
Cozzene Advisors
Cozzene Advisors Inc. is a full service personal financial planning and managed futures consulting company. It is registered with the Commodity Futures...
Overview
Cozzene Advisors Inc. is a full service personal financial planning and managed futures consulting company. It is registered with the Commodity Futures Trading Commission as an Introducing Broker and is a member of the National Futures Association, and is filed with the SEC as a Registered Investment Advisory firm. Areas of expertise in personal financial planning include Investment, Estate, Retirement, Insurance and Tax Planning. The firm also provides specialized managed futures investments and hedging in commodities and foreign currencies, and is an Introducing Broker to ADM Investor Services Inc.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
White Plains
Corporate office
Houston, TX, United States
Principals
Lewis Gelbman
principal owner
Frequently asked questions
Does Cozzene Advisors participate in fund commitments or only direct deals?
The firm's investment vehicle preferences are not publicly disclosed. Family offices without public reporting obligations commonly execute through direct co-investments, special-purpose vehicles, or pooled partnerships structured by their legal counsel. Houston family offices with energy-linked wealth have historically favored direct deals in real assets and operating businesses over discretionary fund commitments to third-party managers, though Cozzene's specific posture remains unconfirmed.
What is Cozzene Advisors' known posture on co-investments alongside external GPs?
No co-investment activity has been publicly reported. Family offices operating with minimal disclosure can co-invest alongside trusted GP relationships without triggering public notice, particularly when investment sizes fall below regulatory reporting thresholds. Whether Cozzene Advisors actively participates in such arrangements is unknown to outside observers.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Cozzene Advisors in Altss
Explore available research and relationship coverage for this adviser in Altss.