Cohalo

Overview

Cohalo LLC is an SEC-registered advisory that provides portfolio management for individuals, small businesses, and institutional clients. The firm operates under multiple fee arrangements — percentage of assets under management, fixed fees, and performance-based fees — and is also identified as a CPO/CTA, which indicates involvement with commodity- or derivatives-related programs. Cohalo’s registration year is 2024 and ownership is a mix of domestic entity and individual owners. The firm is not flagged as an active ESG investor and is not listed as a multi-state adviser. Regulatory and operational classifications mark Cohalo as primarily a portfolio manager rather than a traditional capital allocator, yet its filings show use of external managers for certain alternative exposures and direct holdings in corporate debt instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices