COHEN INVESTMENT ADVISORS, LLC
CRD #168595 SEC #801-117592 BEDFORD, NH (603) 232-8350
SEC Registered Private Funds
Total AUM
$225.6M
Discretionary
$225.6M
Employees
8
Clients
101
Accounts
758
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $225.6M | $225.6M | $0 | 8 | 0 |
| Mar 2025 | $225.6M | $225.6M | $0 | 8 | 0 |
| Nov 2024 | $188.3M | $188.3M | $0 | 7 | 0 |
| Oct 2024 | $188.3M | $188.3M | $0 | 7 | 0 |
| May 2024 | $188.3M | $188.3M | $0 | 7 | 0 |
| Mar 2024 | $188.3M | $188.3M | $0 | 7 | 0 |
| Nov 2023 | $149.8M | $149.8M | $0 | 7 | 0 |
| May 2023 | $149.8M | $149.8M | $0 | 7 | 0 |
| Mar 2023 | $149.8M | $149.8M | $0 | 7 | 0 |
| Aug 2022 | $151.8M | $151.8M | $0 | 5 | 0 |
| Mar 2022 | $151.8M | $151.8M | $0 | 5 | 0 |
| Jun 2021 | $134.9M | $133.7M | $1.1M | 5 | 0 |
| May 2021 | $134.9M | $133.7M | $1.1M | 5 | 0 |
| Mar 2021 | $134.9M | $133.7M | $1.1M | 5 | 0 |
| Sep 2020 | $120.3M | $119.3M | $1M | 4 | 0 |
| Jun 2020 | $120.3M | $119.3M | $1M | 4 | 0 |
| Mar 2020 | $120.3M | $119.3M | $1M | 4 | 0 |
| Dec 2019 | $109.2M | $108.2M | $980K | 3 | 0 |
| Oct 2019 | $109.2M | $108.2M | $980K | 3 | 0 |
DateMay 2025
Total AUM$225.6M
Discretionary$225.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$225.6M
Discretionary$225.6M
Non-Disc.$0
Employees8
Clients0
DateNov 2024
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees7
Clients0
DateNov 2023
Total AUM$149.8M
Discretionary$149.8M
Non-Disc.$0
Employees7
Clients0
DateMay 2023
Total AUM$149.8M
Discretionary$149.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$149.8M
Discretionary$149.8M
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$151.8M
Discretionary$151.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$134.9M
Discretionary$133.7M
Non-Disc.$1.1M
Employees5
Clients0
DateMay 2021
Total AUM$134.9M
Discretionary$133.7M
Non-Disc.$1.1M
Employees5
Clients0
DateMar 2021
Total AUM$134.9M
Discretionary$133.7M
Non-Disc.$1.1M
Employees5
Clients0
DateSep 2020
Total AUM$120.3M
Discretionary$119.3M
Non-Disc.$1M
Employees4
Clients0
DateJun 2020
Total AUM$120.3M
Discretionary$119.3M
Non-Disc.$1M
Employees4
Clients0
DateMar 2020
Total AUM$120.3M
Discretionary$119.3M
Non-Disc.$1M
Employees4
Clients0
DateDec 2019
Total AUM$109.2M
Discretionary$108.2M
Non-Disc.$980K
Employees3
Clients0
DateOct 2019
Total AUM$109.2M
Discretionary$108.2M
Non-Disc.$980K
Employees3
Clients0