COHEN KLINGENSTEIN, LLC

RIASEC RegisteredEst. 2008

Total AUM

$3.4B

Discretionary

$3.4B

100% of AUM

Avg account

$29.8M

Accounts

114

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 148428
Registered since: September 23, 2008
Custodians: OPPENHEIMER & CO. INC.
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles67%
Charitable Organizations28.37%
HNWI3.96%
Pension & Profit Sharing Plans0.39%
Other0.17%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cohen Klingenstein, LLC is an SEC‑registered hedge fund adviser that blends concentrated public‑market equity exposure with pooled private vehicles. The firm manages portfolios for high‑net‑worth individuals and families as well as institutional clients, charging fees on a percentage‑of‑AUM basis. Investment activity shows a clear preference for equities, delivered through a mix of individual stocks and exchange‑traded funds, while the firm also sponsors and serves as a general partner/manager for pooled investment vehicles it advises. Portfolios emphasize liquid equity strategies: the firm holds a large allocation to broad market ETFs for core beta exposure while maintaining active positions in individual securities. That mix supports flexible positioning across market cycles and facilitates both client separate account management and pooled fund structures. Cohen Klingenstein, LLC does not present itself as an ESG‑focused manager.