Cohen Capital: new SEC registration, $1,101M AUM, Chicago, IL
Cohen Capital (Chicago, Illinois): new SEC registration, $1,101M AUM, Chicago, IL. Its amount of 1,101 is top-decile (95th percentile of 1,149 records). Dated 299 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 1,101 · 95th percentile of 1,149 NewRiaPulse records · 8.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 56 related IL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cohen Capital |
| Legal name | Cohen Capital Advisors, LLC |
| CRD | 339112 |
| Status | Approved |
| Registered with the SEC | 2026-01-09 |
| Latest Form ADV filing | 2026-05-04 |
| Location | Chicago, IL, United States |
| Regulatory AUM | $1,100,714,851 |
| Accounts | 1478 |
| Employees | 11 |
| Website | https://coheninvest.com |
| amount percentile | 95th of 1,149 (median 134, 8.2x median) |
| Peer records CSV (57 IL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-09
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IL first): Old Mission Asset Management LLC · Invision Management, INC. · Intentgen Financial Partners · Bulletproof Capital, LLC · Transition Equity Partners, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Cohen Capital and 57 Illinois peers
- Illinois NewRiaPulse records like this one: 57
- Cohen Capital's amount: 95th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Illinois peer: $11,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $1,101M under management.
- Website on file.
What is the NewRiaPulse record for Cohen Capital in Chicago, Illinois?
Cohen Capital received SEC registration as an investment adviser (2026-01-09) with $1,100,714,851 in regulatory assets under management, based in Chicago, IL.
How does Cohen Capital compare to other Illinois NewRiaPulse records?
This is a top-decile record: its amount of 1,101 is 8.2x the median of 134 across 1,149 records. It is 299 days old; check the official source for later updates before acting.
Cohen Capital vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date | Compare |
|---|---|---|---|---|---|
| Cohen Capital | Chicago, IL | 1,101 | 95th | 2026-01-09 | This record |
| Wndrco Capital Management LLC | San Francisco, CA | 1,053 | 94th | 2026-08-10 | View record → |
| Invision Management, INC. | Chicago, IL | 1,341 | 95th | 2026-08-06 | Compare Cohen Capital vs Invision Management, INC. → |
| Corrum Capital Management LLC | Charlotte, NC | 1,392 | 95th | 2026-08-20 | View record → |
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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.