COHEN INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- BEDFORD, New Hampshire
- CRD number
- 168595
- Registered since
- November 5, 2019
- Website
- investwithcohen.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.68%
- Individuals20.61%
- Corporations / Businesses2.55%
- Pension & Profit Sharing Plans0.11%
- Pooled Investment Vehicles0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Cohen Investment Advisors, LLC is an independent SEC-registered registered investment adviser (since 2019) structured as an LLC with individual ownership. The firm serves both individuals/families and institutional clients and operates as a capital allocator — it constructs portfolios, selects third‑party managers, and sponsors/serves as GP or managing member of pooled investment vehicles. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. Fee arrangements combine a percentage of assets under management with fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds8%
- Private Funds5%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1DANIEL COHEN
CEO & Chief Investment OfficerCRD 2414071
Contacts
2 of 2Tiffany Donegan
Senior AssociateCRD 8032009
JAMES PERRY
Financial AdvisorCRD 6928312
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$8.9M in ETFs
100%
$8.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $1.7M | 27,074 | 19.45% |
Location
BEDFORD, NH
HILLSBOROUGH
Location
BEDFORD, NH
Headquartered in BEDFORD, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- HILLSBOROUGH
- Address
- 264 S River Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ROBBINS FARLEY LLC
RIABEDFORD, NH
AURELIUS FAMILY OFFICE, LLC
RIABEDFORD, NH
APEX WEALTH MANAGEMENT, LLC
RIABEDFORD, NH
NORTHEAST PLANNING ASSOCIATES, INC.
RIABEDFORD, NH
THE EIDEARD GROUP, LLC
RIABEDFORD, NH
BARTLEY FINANCIAL ADVISORS, LLC
RIABEDFORD, NH