CORTE MADERA, CACRD 107903Latest ADV March 30, 2026
Cohen Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Corte Madera, CA. Its latest Form ADV filing, dated March 30, 2026, reports $1.0B in regulatory assets under management, 7 employees, and 110 accounts.
Assets Under Management
$1.0B
Employees
7
Offices
--
Total Clients
110
Primary office
CORTE MADERA, CA
770 TAMALPAIS DRIVE, SUITE 318, CORTE MADERA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 36.4% of total clients.
Top client categories% of clientsClients
1
HNWI
36.4%
40
2
EMPLOYEE/MISC ACCOUNTS
25.5%
28
3
Corporations
16.4%
18
4
Individuals
15.5%
17
5
Charitable
5.5%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 30, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts110
10Y AUM Change+$493M (+97.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee16:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.