COGENUITY PARTNERS, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 332474
- Registered since
- July 28, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Cogenuity Partners, LLC is organized as a limited liability company that runs private equity funds and provides portfolio management for pooled investment vehicles. The firm is SEC-registered (2025) and serves institutional clients. It typically charges a percentage-of-AUM fee alongside performance-based fees and frequently functions as sponsor, general partner, or managing member of the pooled vehicles it advises. The firm is marked as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
Owners & executives
1 of 1Brett Johnson
Managing Partner and Chief Financial OfficerCRD 6791594
Contacts
2 of 2DANIEL NICCUM
Managing PartnerCRD 5927784
DANIEL DELANEY
Investment ProfessionalCRD 4230026
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 1 Embarcadero Ctr
- Time zone
- PT (UTC-8)
- Office locations
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