$1.1B Total AUM
$951.4M Disc. AUM
-- 3Y CAGR
11 Employees
1,478 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2025
- Office Locations
- 4
Office Locations
303 East Wacker Drive Suite 2103 Chicago IL
-- Austin TX
-- Palm Beach Gardens FL
About Cohen Capital
Cohen Capital is a Chicago-based RIA with 4 offices. The firm has been operating for 0 years. Managing $1.1B in total assets under management, with 7 advisory representatives. They custody assets with Fidelity/NFS. Services offered include 529 Plans, Charitable Giving, Estate Planning.
Team overview
55 AVG AGE
$157.2M AVG AUM / ADVISOR
$744.7K AVG AUM / CLIENT
0.4 yrs AVG TENURE
11 Employees
7 Advisory Reps
7 RIA Reps
0yrs Firm Age
Insights
Open the full profile to inspect shifts in vector optima.
Upgrade to reveal position-level detail across zenith focus.
See the complete signal summary connected to alpha pioneer.
Unlock to compare peer behavior around quantum quantum.
Full visibility includes strategy notes for oak peak.
Request access to benchmark trends tied to bridge.
Premium access reveals conviction themes in momentum pioneer.
Upgrade to reveal position-level detail across ember element.
Asset Classes
Fusion prime Momentum zenith Oak Glacier
Client Personas
Wave
Custodian
Capital Horizon wave Fusion Unison
Investment Themes
North Focus ember
Investment Vehicles
Pioneer glacier
Platform
Vector Bridge
Services
Wave harbor Summit Pathway Element vital Alpha Unison north
Owner & Executives
Benjamin Cohen
Managing Member, Managing Partner
- CRD
- #5180706
- Ownership
- 75% or more
(957) 509-6472
ember.insight@signalcapital.com
in linkedin.com/in/beacon-value
M
MOLLY DIERKS
Chief Operating Officer, MANAGING DIRECTOR
- CRD
- #5881585
- Ownership
- Less than 5%
(449) 506-6876
fusion.focus@unisoncapital.com
in linkedin.com/in/unison-ridge
T
Timber eagle
Horizon quantum
- CRD
- #58696
- Ownership
- 47.0%
(932) 985-7003
momentum.oak@horizoncapital.com
in linkedin.com/in/glacier-summit
Showing 2 of 3 owners & executives
Unlock allContacts
JAMES WILLIAM APPEL
--
- CRD
- #2261893
(646) 393-8384
signal.meridian@alphacapital.com
in linkedin.com/in/horizon-element
M
MICHAEL COHEN
--
- CRD
- #50061
(274) 851-2588
unison.beacon@crestcapital.com
in linkedin.com/in/momentum-beacon
A
Atlas pathway
Vertex catalyst
- CRD
- #51862
(490) 643-1550
focus.zenith@momentumcapital.com
in linkedin.com/in/matrix-radial
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $951,367,645 | $668,095 |
| Non-Discretionary | $149,347,206 | $2,765,689 |
| Total | $1,100,714,851 | $744,733 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,100,714,851
Public Funds:
7.2% Equity - Exchange:
16.2% Other:
14.5% Cash:
16.4% Private Funds:
18.4% Municipal Bonds:
6.2% U.S. Government/Agency:
9.7% Corporate - Investment Grade:
11.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $275,762,538 | 7.2% |
| Equity - Exchange | $620,465,711 | 16.2% |
| Other | $555,355,112 | 14.5% |
| Cash | $628,125,781 | 16.4% |
| Private Funds | $704,726,487 | 18.4% |
| Municipal Bonds | $237,462,186 | 6.2% |
| U.S. Government/Agency | $371,513,420 | 9.7% |
| Corporate - Investment Grade | $436,624,018 | 11.4% |
| Total | $3,830,035,253 | 100.0% |