Cadogan Park

Overview

Cadogan Park is an independent registered investment adviser focusing on fee-based financial planning and discretionary portfolio management for individuals, families and small businesses. The firm, registered with the SEC in 2018, serves a mix of individual/family and institutional clients and operates under a mixed ownership structure that includes both an individual owner and a foreign entity. Cadogan Park is not a capital allocator; it manages client portfolios directly rather than running pooled funds, and it maintains a related adviser relationship that may support client servicing or complementary offerings. Investment activity centers on equity-oriented portfolios managed on a discretionary basis. The firm is not an active ESG investor and does not operate as a multi-state adviser, indicating a relatively concentrated operating footprint and a conventional, return-focused investment stance. Pricing is primarily a percentage-of-assets under management model, with hourly fees used for some advisory or planning engagements.

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Public Holdings

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Location & Offices