DBA: COHEN CAPITAL
| Total AUM | $1.10B |
| Discretionary | $951.4M86% of AUM |
| Non-Discretionary | $149.3M |
| Client Accounts | 1,478 |
| Avg Account Size | $745K |
| Employees | 11 |
| Peak AUM | $1.10BMay 2026 |
Total AUM
$1.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | — | — | — | |
| Discretionary AUM | $951M | — | |||
| Total AUM | $1.10B |
| Discretionary | $951.4M |
| Employees | 11 |
| Client Accounts | 1478 |
| Client Range | 0 |
Address
303 EAST WACKER DRIVE
CHICAGO IL 60601
Phone
(312) 477-3155
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$951M
86.4% of AUM
Non-Discretionary
$149M
13.6% of AUM
Custody
No related registrations reported
| — |
| Non-Disc. AUM | $149M | — | — | — |
| Total Accounts | 1k | — | — | — |
| Avg Account Size | $744,732.646 | — | — | — | — |
| Employees | 11 | +57.1% | — | — |
| AUM / Employee | $100M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $1.1B | — | — | — | — |
| Institutional AUM | $12M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 477 | — | — | — | — |
| Institutional | 21 | — | — | — | — |
| Individuals | 980 | — | — | — | — |