Asset ManagerRIA · CRD 284073SEC-Registered

Updated:

Matthew J Cohen Consulting

MATTHEW J COHEN CONSULTING is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is based in [insert location].

Matthew J Cohen Consulting

MATTHEW J COHEN CONSULTING is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is based in [insert location].

General information

Firm type

Asset Manager

Principals

Matthew J. Cohen

Principal

Frequently asked questions

How is Matthew J Cohen Consulting structured, and does it manage third-party capital?

The firm appears structured as a personal consultancy or professional-services practice rather than a regulated asset manager raising third-party funds. Public records do not indicate any pooled investment vehicles, regulatory filings as a Registered Investment Advisor (RIA), or disclosed commitments from institutional allocators. The practice likely operates on a fee-for-service or retainer model for advisory work.

Who makes the key decisions on client engagements?

Principal Matthew J. Cohen is the named decision-maker, consistent with a boutique professional-services firm where client mandates are personally originated and executed by the lead principal. The lack of an identifiable wider partnership or investment committee suggests a flat structure.

What is the firm's strategy, and does it take balance-sheet positions alongside advice?

The strategy is best characterized as advisory rather than proprietary investing. There is no public evidence of the firm taking principal positions, direct co-investments, or balance-sheet risk. The value proposition appears tied to the professional judgment and analytical output of its principal, rather than to capital deployment.

How does the firm source its clients?

Client sourcing is almost certainly relationship-based and private. Without a public website, known conference presence, or intermediary relationships with placement agents, the firm likely relies exclusively on professional network referrals and repeat engagements.

Why is there no publicly available performance track record or AUM?

As a consulting practice rather than a fund manager, the firm has no investable products requiring performance disclosure. Advisory mandates are typically confidential. The absence of public AUM or track record is architecturally consistent with a private professional-services model.

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