C
CRD: 107903
Cohen Capital Management INC
Corte Madera, CA, 94925
4159278011
$1.0B Total AUM
$1.0B Disc. AUM
13.4% 3Y CAGR
7 Employees
110 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-1995
- Office Locations
- 1
Office Locations
770 Tamalpais Drive Suite 318 Corte Madera CA
About Cohen Capital Management INC
Cohen Capital Management INC is a Corte Madera-based RIA. The firm has been operating for 31 years. Managing $1.0B in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
25 AVG AGE
$250.0M AVG AUM / ADVISOR
$9.1M AVG AUM / CLIENT
16.2 yrs AVG TENURE
7 Employees
4 Advisory Reps
0 RIA Reps
31yrs Firm Age
Insights
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Accredited Investors
Legacy atlas
Asset Classes
Timber Legacy vertex Crest summit Harbor
Client Personas
Harbor ember
Investment Themes
Fusion
Investment Vehicles
Vital pathway
Services
Oak glacier Momentum vertex Glacier Pathway eagle
Owner & Executives
J
JAY ADAM COHEN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- --
- Ownership
- 75% or more
(788) 226-4885
foundation.bridge@beaconcapital.com
in linkedin.com/in/peak-timber
Showing 1 of 1 owners & executives
Unlock allContacts
B
Brodie Trister Cohen
--
- CRD
- #7318721
(305) 420-4020
signal.ember@pioneercapital.com
in linkedin.com/in/oak-crest
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,113,667 | $9,091,942 |
| Non-Discretionary | $0 | -- |
| Total | $1,000,113,667 | $9,091,942 |
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Separately Managed Accounts
Total SMA Asset: $1,000,113,667
Equity - Exchange:
19.5% U.S. Government/Agency:
17.8% Cash:
5.7% Public Funds:
18.2% Municipal Bonds:
9.8% Other:
21.7% Corporate - Non-Investment Grade:
7.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,136,019,210 | 19.5% |
| U.S. Government/Agency | $1,036,981,638 | 17.8% |
| Cash | $332,067,154 | 5.7% |
| Public Funds | $1,060,284,596 | 18.2% |
| Municipal Bonds | $570,922,475 | 9.8% |
| Other | $1,264,185,480 | 21.7% |
| Corporate - Non-Investment Grade | $425,278,987 | 7.3% |
| Total | $5,825,739,540 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT CREST GLACIER | LEGACY QUANTUM | 14BKBE7F9 | MQF | 0.89% | $89,185,056 |
| QUANTUM PATHWAY | PEAK ZENITH | UDM6CDF39 | WJE | 6.47% | $77,058,752 |
| VALUE PIONEER NORTH | VECTOR CREST | KJLOM04ON | FVFD | 10.30% | $43,782,898 |
| CATALYST GLACIER FOUNDATION | FOCUS HARBOR | SKDDPCRCE | OJC | 4.74% | $59,353,249 |
| RADIAL PATHWAY | VALUE DELTA | C15S6USP4 | BAWQW | 5.05% | $66,546,068 |
| OPTIMA BRIDGE SIGNAL | CATALYST ZENITH | LRB6AVQRM | STAAT | 2.11% | $58,642,919 |
| CAPITAL OPTIMA | HORIZON INSIGHT | AQPUF7CQV | PCPNG | 1.50% | $2,200,375 |
| RIDGE DELTA | VALUE INSIGHT | 2AWYPE88V | BOFG | 11.06% | $6,937,702 |