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- Custodian
- Capital Group ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Fusion meridianMatrix peak
- Established Date
- 05-22-2003
- Office Locations
- 1
Office Locations
About Cogent Capital Group
Cogent Capital Group is a commercial real estate development and asset management firm with private equity/REIT experience, with a track record spanning 4M+ sq ft of storage, industrial, and multifamily projects and an active pipeline across multiple U.S. markets. Public profile data also indicates an RIA arm providing portfolio construction and financial planning for entrepreneurs, with ETF- and U.S. government bond-oriented allocations via Black Diamond (Fidelity/NFS custody).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SOLEYMAN FOROUZAN
PRINCIPAL
- CRD
- #4630951
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,722,508 | -- |
| Non-Discretionary | $45,542,985 | -- |
| Total | $88,265,493 | -- |
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Separately Managed Accounts
Total SMA Asset: $88,265,493
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,429,625,211 | 17.0% |
| Cash | $2,682,649,661 | 31.9% |
| Corporate - Non-Investment Grade | $1,395,986,971 | 16.6% |
| U.S. Government/Agency | $2,901,298,222 | 34.5% |
| Total | $8,409,560,065 | 100.0% |