COHEN & COMPANY FINANCIAL MANAGEMENT, LLC
CRD #133171 SEC #801-63845 NEW YORK, NY 646-792-5600
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1B
Employees
29
Clients
--
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $1B | $151.9M | 29 | 0 |
| Mar 2024 | $1.2B | $1B | $167M | 31 | 0 |
| Nov 2023 | $1.3B | $1.2B | $144.2M | 37 | 0 |
| May 2023 | $1.3B | $1.2B | $144.2M | 37 | 0 |
| Mar 2023 | $1.3B | $1.2B | $144.2M | 37 | 0 |
| May 2022 | $1.7B | $1.5B | $144.1M | 34 | 0 |
| Apr 2022 | $1.7B | $1.5B | $146.2M | 34 | 0 |
| Mar 2021 | $2.2B | $2.1B | $49.5M | 24 | 0 |
| Mar 2020 | $2.1B | $2.1B | $0 | 8 | 0 |
| Apr 2019 | $2.1B | $2.1B | $977.5K | 6 | 0 |
| Mar 2019 | $2.1B | $2.1B | $977.5K | 6 | 0 |
| Apr 2018 | $2.5B | $2.5B | $0 | 3 | 0 |
| Mar 2018 | $2.5B | $2.5B | $0 | 3 | 0 |
| Mar 2017 | $2.6B | $2.6B | $0 | 3 | 1 |
| Mar 2017 | $2.8B | $2.8B | $0 | 2 | 1 |
| Mar 2016 | $2.8B | $2.8B | $0 | 2 | 1 |
| Mar 2015 | $3B | $3B | $0 | 2 | 1 |
| Mar 2014 | $3.1B | $3.1B | $0 | 3 | 1 |
| Mar 2013 | $3.3B | $3.3B | $0 | 3 | 1 |
| Jul 2012 | $3.3B | $3.3B | $0 | 1 | 1 |
| Apr 2012 | $3.3B | $3.3B | $0 | 1 | 1 |
| Mar 2012 | $3.3B | $3.3B | $0 | 1 | 1 |
| Mar 2011 | $2.8B | $2.8B | $0 | 5 | -- |
| Apr 2009 | $9B | $9B | $0 | 10 | -- |
| Feb 2009 | $9.8B | $9.8B | $0 | 10 | -- |
| Jan 2008 | $9.8B | $9.8B | $0 | 10 | -- |
| Aug 2007 | $7.8B | $7.8B | $0 | 5 | -- |
| Feb 2007 | $7.8B | $7.8B | $0 | 5 | -- |
| Jan 2007 | $3.8B | $3.8B | $0 | 5 | -- |
| Feb 2006 | $3.8B | $3.8B | $0 | 5 | -- |
| Jan 2005 | $3.1B | $3.1B | $0 | 5 | -- |
| Jan 2005 | $3.1B | $3.1B | $0 | 5 | -- |
DateMar 2025
Total AUM$1.2B
Discretionary$1B
Non-Disc.$151.9M
Employees29
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1B
Non-Disc.$167M
Employees31
Clients0
DateNov 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$144.2M
Employees37
Clients0
DateMay 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$144.2M
Employees37
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$144.2M
Employees37
Clients0
DateMay 2022
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$144.1M
Employees34
Clients0
DateApr 2022
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$146.2M
Employees34
Clients0
DateMar 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$49.5M
Employees24
Clients0
DateMar 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees8
Clients0
DateApr 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$977.5K
Employees6
Clients0
DateMar 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$977.5K
Employees6
Clients0
DateApr 2018
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees3
Clients1
DateMar 2017
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees2
Clients1
DateMar 2016
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees2
Clients1
DateMar 2015
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees2
Clients1
DateMar 2014
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees3
Clients1
DateMar 2013
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees3
Clients1
DateJul 2012
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees1
Clients1
DateApr 2012
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$9B
Discretionary$9B
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$9.8B
Discretionary$9.8B
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees5
Clients--