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 a limited liability company organized and operating as a hedge fund adviser. The firm is SEC-registered (registration year 2008) and is owned by an individual principal. It serves both individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management. Its advisory work encompasses portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. The firm is not flagged as an active ESG investor and is noted as a sponsor/GP/managing member of pooled investment vehicles.
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%
$1.4B
0%
$4.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $836M | 1,096,063 | 57.60% |
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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