Cohen Klingenstein, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 148428
- Registered since
- September 23, 2008
- Custodians
- OPPENHEIMER & CO. INC.
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles67%
- Charitable Organizations28.37%
- HNWI3.96%
- Pension & Profit Sharing Plans0.39%
- Other0.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cohen Klingenstein, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2008. The firm functions as a hedge-fund-style manager while also providing portfolio management for individuals, pooled vehicles, and institutions. Its client base blends high-net-worth individuals and families with institutional accounts. The firm charges fees as a percentage of assets under management and does not identify as an active ESG investor. The firm serves as more than an adviser in some structures: it acts as a sponsor, general partner, and managing member for pooled investment vehicles, indicating direct involvement in private fund governance and operations.
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 Equities95%
- US Government Bonds5%
Owners & executives
1 of 1George Cohen
Chief Compliance OfficerCRD 2317221
Contacts
1 of 1Thomas Klingenstein
Managing MemberCRD 715362
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$1.5B in ETFs
100%
$1.5B
0%
$4.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $825M | 1,104,639 | 55.31% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1441 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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