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⚲
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| Cohen Capital Management Inc
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|
|---|---|
| CRD # | 107903 |
| SEC # | 801-49266 |
| CIK # | 0001508120 |
| AUM | $1.0 B (2026-03-30) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 415-927-8011 |
| Address | 770 Tamalpais Drive Corte Madera, CA 94925-1737 |
| Source | [IAPD] [EDGAR] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Applied Materials Inc /DE | 80.7 | ||
| Thermo Fisher Scientific Inc | 28.9 | ||
| Microsoft Corp | 27.9 | ||
| J P Morgan Chase & Co | 26.7 | ||
| Stryker Corp | 26.4 | ||
| Alphabet Inc | 25.4 | ||
| Cisco Systems Inc | 23.2 | ||
| Deere & Co | 21.2 | ||
| UnitedHealth Group Inc | 20.7 | ||
| Amazon Com Inc | 20.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 5.4 |
| (b) Individuals (high net worth individuals) | 40 | 704.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 7.8 |
| (h) Charitable organizations | 6 | 58.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 221.3 |
| (n) Other | 28 | 2.0 |
| Total | 110 | 1,000.1 |
| By Discretionary | ||
| Discretionary | 110 | 1,000.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 110 | 1,000.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,000.1 | |
| Total | 110 | 1,000.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001508120] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cardinal Capital Management Inc
✚
|
NC | 1.0 |
|
Capital Investment Counsel Inc
✚
|
NC | 1.0 |
|
Pettyjohn Wood & White Inc
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|
VA | 1.0 |
|
Greatmark Investment Partners Inc
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|
GA | 1.0 |
|
Sachetta LLC
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|
MA | 1.0 |
|
Galilei Investment Office LLP
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|
1.0 | |
|
Barton Investment Management LLC
✚
|
PA | 1.0 |
|
Avion Wealth LLC
✚
|
TX | 1.0 |
|
Asset One Wealth Management LLC
✚
|
WA | 1.0 |
|
Altiora Financial Group LLC
✚
|
1.0 |