COHERE CAPITAL

RIASEC RegisteredEst. 2021
Total AUM
$441M
Discretionary
$441M
100% of AUM
Avg account
$220M
Accounts
2
Employees
7
Advisory reps
2

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
305806
Registered since
April 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cohere Capital is a limited partnership that operates as an active manager of pooled private funds, with a focus on private equity and venture capital exposure. The firm is SEC-registered (2021) and serves an institutional client base. Its primary business activity is portfolio management for pooled investment vehicles, and it functions in sponsor/GP and managing-member roles for those vehicles rather than acting solely as a capital allocator. The firm charges a combination of asset-based management fees and performance-based fees, consistent with a traditional private equity economics model. Cohere Capital is not identified as an active ESG investor and does not operate as a multi-state adviser. Its structure and activities are concentrated on creating and managing closed-ended private funds for institutional limited partners.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • DANIEL GEDNEY

    Partner and Co-FounderCRD 5192464

  • NIKUNJ SHAH

    Managing Partner and Co-FounderCRD 7190122

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, 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
SUFFOLK
Address
800 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth