RIA Intelligence

COHEN CAPITAL MANAGEMENT INC

CRD #107903 SEC #801-49266 CORTE MADERA, CA (415) 927-8011
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
7
Clients
10
Accounts
474

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 24, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COHEN, JAY, ADAMIPRESIDENT,CHIEF COMPLIANCE OFFICERE Control
COHEN, JAY, ADAMIPRESIDENT/CCOE Control
COHEN, JAY, ADAMIPRESIDENT,CHIEF COMPLIANCE OFFICERE Control
COHEN, JAY, ADAMIPRESIDENTE Control
COHEN, JAY, ADAMIPRESIDENT,CHIEF COMPLIANCE OFFICERE Control
COHEN, JAY, ADAMIPRESIDENT,CEO, CCOE Control
COHEN, JAY, ADAMIPRESIDENT,CHIEF COMPLIANCE OFFICERE Control
COHEN, JAY, ADAMIPRESIDENT,CHIEF COMPLIANCE OFFICERE Control
COHEN, JAY, ADAMIPRESIDENT,CHIEF COMPLIANCE OFFICERE Control
COHEN, JAY, ADAMIPRESIDENT,CHIEF COMPLIANCE OFFICERE Control
COHEN, JAY, ADAMIPRESIDENT,CEO, CCOE Control
COHEN, JAY, ADAMIPRESIDENT,CEO, CCOE Control
COHEN, JAY, ADAMIPRESIDENT,CEO, CCOE Control
COHEN, JAY, ADAMIPRESIDENT,CEO, CCOE Control
COHEN, JAY, ADAMIPRESIDENT,CEO, CCOE Control
COHEN, JAY, ADAMIPRESIDENT,CEO, CCOE Control
COHEN, JAY, ADAMIPRESIDENT,CEO, CCOE Control
COHEN, JAY, ADAMIPRESIDENT,CEO, CCOE Control
COHEN, JAY, ADAMIPRESIDENT,CEO, CCOE Control
COHEN, JAY, ADAMIPRESIDENT,CEO, CCOE Control
COHEN, JAY, ADAMIPRESIDENT,CEO, CCOE Control
COHEN, JAY, ADAMIPRESIDENT,CEO, CCOE Control
COHEN, JAY, ADAMIPRESIDENT,CEO, CCOE Control

Registrations

Federal

IA
Mar 24, 2025 REGISTERED

Notice Filings (2)

CA CO

Address

770 TAMALPAIS DRIVE
SUITE 318
CORTE MADERA, CA 94925-1737
United States
Phone: (415) 927-8011