Cohalo

RIASEC RegisteredEst. 2024

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$20.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 297315
Registered since: August 14, 2024
Website: cohalo.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other Investment Advisers99.52%
Individuals0.27%
HNWI0.22%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cohalo is a limited liability company operating as an institutional registered investment adviser that began SEC registration in 2024. The firm serves both individual and family clients as well as institutional clients, offering portfolio management for individuals/small businesses and for businesses or institutions. Its fee model includes asset-based fees, fixed fees, and performance-based arrangements. Cohalo is also listed as engaging in commodity pool operator/commodity trading adviser (CPO/CTA) activities. The firm is not identified as an active ESG investor and does not present itself as a capital allocator or pension consultant.