Distribution Cognizant, LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 322048
- Registered since
- July 14, 2022
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Distribution Cognizant, LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. Founded (SEC registration) in 2022, the firm is owned by an individual and serves institutional clients. Its stated advisory activity is portfolio management for investment companies, and it charges clients on a percentage-of-assets-under-management basis. The firm does not present itself as a capital allocator, is not active on ESG mandates, and is not registered as a multistate adviser or pension consultant.
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
Contacts
2 of 2Dennis Bein
PartnerCRD 2742668
Patrick Neal
Managing PartnerCRD 7576771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 755 Page Mill Rd
- Time zone
- PT (UTC-8)
- Office locations
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