COBALT INVESTMENT MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA MONICA, California
CRD number
300974
Registered since
March 1, 2019

Firm profile

FINTRX

Overview

Cobalt Investment Management LLC is a limited liability company that registered with the SEC in 2019 and is owned by an individual. The firm is classified as unclassified in the available data and is not identified as a capital allocator, multi-state adviser, pension consultant, or related adviser. It does not report being an active ESG investor. Public-facing details about its client base, fee schedule, or day-to-day advisory activities were not provided; the available record points to a focus on advising private investment vehicles rather than running a traditional advisory practice for retail or high-net-worth clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JAMES MOORE

    Chief Financial OfficerCRD 7080597

Contacts

1 of 1
  • DANIEL ABRAMS

    Managing PartnerCRD 6492832

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA MONICA, CA

LOS ANGELES

Location

SANTA MONICA, CA

Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
100 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth