Cogenuity Partners, LLC

RIASEC RegisteredEst. 2025
Total AUM
$694M
Discretionary
$694M
100% of AUM
Avg account
$173M
Accounts
4
Employees
16
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
332474
Registered since
July 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cogenuity Partners, LLC operates as a private equity manager that focuses on pooled investment vehicles for institutional clients. The firm is organized as an LLC and is SEC-registered as of 2025. It functions as sponsor, general partner and managing member of its funds, providing portfolio management services for those pooled vehicles rather than acting primarily as a third-party capital allocator. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Brett Johnson

    Brett Johnson

    Managing Partner and Chief Financial OfficerCRD 6791594

Contacts

2 of 2
  • Daniel Delaney

    Daniel Delaney

    Investment ProfessionalCRD 4230026

  • Daniel Niccum

    Managing PartnerCRD 5927784

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth