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Adviser Profile

AUM* 70,162,169,136 29%
of that, discretionary 54,340,959,607 37%
Number of Employees 77 60%
of those in investment advisory functions 58 81%
Private Fund GAV* 0
Avg Account Size 73,545,251 0%
% High Net Worth 0.17% 100%
SMA’s Yes
Private Funds 1 1

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

49B 42B 35B 28B 21B 14B 7B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name COHEN & COMPANY Filing Date12/17/2025 Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY, LTD. Filing Date08/26/2024 Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY, LTD. Filing Date10/27/2023 Form ADV-E View Report

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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Brochure Summary