Cogentblue

Overview

Cogentblue is an independent registered investment adviser that entered SEC registration in 2022. The firm operates as a limited liability company under individual ownership and serves both high-net-worth individuals/families and institutional clients. Its advisory remit includes financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Cogentblue also functions as an insurance broker and lists an accountant among its professional affiliations. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee structures for certain engagements. Cogentblue describes itself as a capital allocator and sources external managers for portions of client portfolios. It does not identify as an active ESG investor.

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Public Holdings

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Location & Offices