COHEN KLINGENSTEIN, LLC
CRD #148428 SEC #801-69612 NEW YORK, NY 212-757-0235
SEC Registered Private Funds Disclosures
Total AUM
$3B
Discretionary
$3B
Employees
7
Clients
0
Accounts
114
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3B | $3B | $0 | 7 | 0 |
| Mar 2024 | $2.5B | $2.5B | $0 | 7 | 0 |
| Dec 2023 | $2.1B | $2.1B | $0 | 7 | 0 |
| Mar 2023 | $2.1B | $2.1B | $0 | 7 | 0 |
| Mar 2022 | $2.6B | $2.6B | $0 | 7 | 0 |
| Sep 2021 | $2.6B | $2.6B | $0 | 7 | 0 |
| Sep 2021 | $2.6B | $2.6B | $0 | 7 | 0 |
| Aug 2021 | $2.2B | $2.2B | $0 | 6 | 0 |
| Apr 2021 | $2.2B | $2.2B | $0 | 6 | 0 |
| Mar 2021 | $2.2B | $2.2B | $0 | 6 | 0 |
| Mar 2021 | $1.9B | $1.9B | $0 | 6 | 0 |
| Mar 2020 | $1.9B | $1.9B | $0 | 6 | 0 |
| Mar 2019 | $702M | $702M | $0 | 6 | 0 |
| Apr 2018 | $736.5M | $736.5M | $0 | 6 | 0 |
| Mar 2018 | $736.5M | $736.5M | $0 | 6 | 0 |
| Sep 2017 | $683.3M | $683.3M | $0 | 5 | 26 |
| Mar 2017 | $621.7M | $621.7M | $0 | 5 | 26 |
| Mar 2016 | $564.6M | $564.6M | $0 | 5 | 26 |
| Dec 2015 | $565.7M | $565.7M | $0 | 6 | 26 |
| Mar 2015 | $565.7M | $565.7M | $0 | 6 | 26 |
| May 2014 | $528.9M | $528.9M | $0 | 6 | 26 |
| Mar 2014 | $528.9M | $528.9M | $0 | 6 | 26 |
| Mar 2013 | $286.6M | $286.6M | $0 | 6 | 26 |
| Mar 2012 | $251M | $251M | $0 | 6 | 26 |
| Mar 2011 | $260.6M | $260.6M | $0 | 10 | -- |
DateMar 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees7
Clients0
DateDec 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees7
Clients0
DateAug 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$702M
Discretionary$702M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$736.5M
Discretionary$736.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$736.5M
Discretionary$736.5M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$683.3M
Discretionary$683.3M
Non-Disc.$0
Employees5
Clients26
DateMar 2017
Total AUM$621.7M
Discretionary$621.7M
Non-Disc.$0
Employees5
Clients26
DateMar 2016
Total AUM$564.6M
Discretionary$564.6M
Non-Disc.$0
Employees5
Clients26
DateDec 2015
Total AUM$565.7M
Discretionary$565.7M
Non-Disc.$0
Employees6
Clients26
DateMar 2015
Total AUM$565.7M
Discretionary$565.7M
Non-Disc.$0
Employees6
Clients26
DateMay 2014
Total AUM$528.9M
Discretionary$528.9M
Non-Disc.$0
Employees6
Clients26
DateMar 2014
Total AUM$528.9M
Discretionary$528.9M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$286.6M
Discretionary$286.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees10
Clients--