Cohalo
Firm details
- Headquarters
- ,
- CRD number
- 297315
- Registered since
- August 14, 2024
- Website
- cohalo.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Other Investment Advisers99.52%
- Individuals0.27%
- HNWI0.22%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cohalo is a limited liability company operating as an institutional registered investment adviser that began SEC registration in 2024. The firm serves both individual and family clients as well as institutional clients, offering portfolio management for individuals/small businesses and for businesses or institutions. Its fee model includes asset-based fees, fixed fees, and performance-based arrangements. Cohalo is also listed as engaging in commodity pool operator/commodity trading adviser (CPO/CTA) activities. The firm is not identified as an active ESG investor and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds20%
- US Government Bonds14%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Colton Loder
PrincipalCRD 5376609
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$1.7M in ETFs
66%
$1.1M
11%
$574K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VOLATILITY PREMIUM PLUS ETF (ZVOL) | $246K | 29,500 | 14.45% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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