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Invision Management, INC. vs Cohen Capital: NewRiaPulse comparison
Invision Management, INC.'s amount of 1,341 is 1.2x Cohen Capital's 1,101 (95th percentile). Invision Management, INC. is dated 2026-08-06; Cohen Capital 2026-01-09.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Both records plus every comparable IL record, with all columns and source links · Card, Apple Pay, Google Pay or Link via Stripe
How does Invision Management, INC. compare to Cohen Capital?
| Field | Invision Management, INC. | Cohen Capital |
|---|---|---|
| Firm | Invision Management, INC. | Cohen Capital |
| Legal name | Invision Management, INC. | Cohen Capital Advisors, LLC |
| CRD | 330151 | 339112 |
| Status | Approved | Approved |
| Registered with the SEC | 2026-08-06 | 2026-01-09 |
| Latest Form ADV filing | 2026-06-29 | 2026-05-04 |
| Location | Chicago, IL, United States | Chicago, IL, United States |
| Regulatory AUM | $1,340,798,481 | $1,100,714,851 |
| Accounts | 4 | 1478 |
| Employees | 26 | 11 |
| Website | https://www.linkedin.com/company/invision-capital/ | https://coheninvest.com |
| amount percentile | 95th | 95th |
| Score | 55/100 | 55/100 |
| Peer rank and all 59 IL records (CSV) | 🔒 Click to unlock → | |
| Official source URLs for every peer record | 🔒 Click to unlock → | |
Official records: Invision Management, INC. · Cohen Capital
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.