Overview
Cohen Capital Management, Inc. (“CCM”) commenced business in March 1995. Jay A.
Cohen (“Mr. Cohen”) is the principal owner of the company. Jay A. Cohen is President,
Chief Executive Officer and Chief Compliance Officer of Cohen Capital Management,
Inc.
As of March 30, 2024, CCM had assets under management of $ 764,876,182. The
Adviser manages all of these assets on a discretionary basis.
Wealth Management Services
CCM manages clients’ cash balances, equity and fixed income portfolios on a fully
disclosed basis primarily for high-net-worth individuals. The investment strategy focuses
on the fundamental/quantitative aspects of potential investments with a long-term view to
total capital appreciation. CCM may also provide advice to certain clients on asset
allocation focusing on clients’ long-term financial goals. Our services are customized to
the needs of our clients.
Clients may impose reasonable guidelines and/or restrictions
on investing in certain
securities or types of securities. For example, a client may specify that the investment in
any particular stock or industry should not exceed specified percentages of the value of the
portfolio. All such guidelines and restrictions must be communicated to CCM in writing.
Other Services
CCM provides financial planning and concierge services upon request. Such services are
negotiated and memorialized in a written agreement with each client.
Wrap Fee Programs
CCM does not sponsor or participate in wrap fee programs.
Assets Under Management
As of December 31, 2023, the following represents the amount of client assets under
management by CCM on a discretionary and non-discretionary basis:
Type of Account
Assets Under Management
("AUM")
Discretionary *$764,876,182
Non-Discretionary $0
Total: *$764,876,182
*AUM amount is as of February 20, 2024.