DBA: COHERE CAPITAL
| Total AUM | $440.6M |
| Discretionary | $440.6M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $220.3M |
| Employees | 7 |
| Peak AUM | $440.6MMar 2026 |
| AUM CAGR | +13.1% /yrover 6 yrs · 12 filings |
Total AUM
$441M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $441M | +22.7% | +25.0% | +17.4% | |
| Discretionary AUM | |||||
| Total AUM | $440.6M |
| Discretionary | $440.6M |
| Employees | 7 |
| Client Accounts | 2 |
Address
800 BOYLSTON STREET
BOSTON MA 02199
Phone
617-245-4020
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$441M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $441M |
| +22.7% |
| +25.0% |
| +17.4% |
| Total Accounts | 2 | 0.0% | +26.0% | +15.1% |
| Avg Account Size | $220M | +22.7% | 0.8% | +2.0% |
| Employees | 7 | 0.0% | 4.4% | +3.2% |
| AUM / Employee | $63M | +22.7% | +30.7% | +13.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $441M | +22.7% | +25.0% | +17.4% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | +26.0% | +15.1% | |