Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Cohen Capital Management Inc, founded by Daniel Cohen, is an independent Registered Investment Adviser based in the United States, focusing on personalized financial services related to retirement, college savings, and estate strategy, while emphasizing long-term client relationships.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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