DISTRIBUTION COGNIZANT, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 322048
- Registered since
- July 14, 2022
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Distribution Cognizant, LLC is a small, SEC‑registered advisory firm that concentrates on portfolio management for investment companies. The firm’s stated client base is institutional, and its business model charges fees as a percentage of assets under management. Registered with the SEC in 2022 and organized as a limited liability company, the adviser is owned by an individual and is classified as unclassified in regulatory filings. With a single institutional mandate reported, the firm operates at a very modest scale relative to most RIAs. Distribution Cognizant, LLC does not identify as an active ESG investor, is not a multi‑state adviser, and does not act as a capital allocator or pension consultant. Its principal advisory activity is managing portfolios for investment companies rather than providing widespread retail or advisory services.
Assets & Accounts
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
Contacts
2 of 2DENNIS BEIN
PartnerCRD 2742668
PATRICK NEAL
Managing PartnerCRD 7576771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 755 Page Mill Rd
- Time zone
- PT (UTC-8)
- Office locations
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