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⚲
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| Cohalo Advisory LLC
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|
|---|---|
| CRD # | 297315 |
| SEC # | 801-130847 |
| CIK # | 0002056438 |
| AUM | $1.3 B (2026-04-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 833-426-4256 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056438 |
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Barclays Bank PLC | 228.5 | ||
| Costco Wholesale Corp /NEW | 3.0 | ||
| Marriott International Inc /MD/ | 2.6 | ||
| Amazon Com Inc | 2.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 3.6 |
| (b) Individuals (high net worth individuals) | 6 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 1,339.4 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 66 | 1,345.9 |
| By Discretionary | ||
| Discretionary | 66 | 1,345.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 66 | 1,345.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,345.9 | |
| Total | 66 | 1,345.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056438] |
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|---|---|---|
|
Fifth Avenue Family Office LLC
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FL | 1.4 |
|
Intellus Advisors LLC
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Moisand Fitzgerald Tamayo LLC
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MSH Capital Advisors LLC
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Hill Investment Group Partners LLC
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|
Estate Counselors LLC
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|
Stillwater Capital Advisors LLC
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PA | 1.3 |
|
Security Financial Services Inc
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IN | 1.3 |
|
Lodestar Private Asset Management LLC
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CA | 1.3 |
|
Quadcap Wealth Management LLC
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TX | 1.3 |