Jecohen & Co, LLC

Overview

Jecohen & Co, LLC is a small, independent RIA organized as an LLC that serves both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management across individual and pooled structures, and it also manages portfolios for small businesses and other institutions. Compensation is a mix of percentage-of-AUM and fixed fees. The firm is not an ESG-focused manager, does not position itself as a multi-state adviser, and is not a pension consultant or capital allocator in the sense of running large-scale third-party capital programs. The firm wears multiple operational hats: it acts as sponsor, general partner, and managing member for pooled investment vehicles it operates or advises. Custody is consolidated at Charles Schwab & Co., Inc.

Assets & Accounts

Public Holdings

Investments & Alternatives