Cohen Klingenstein LLC

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Assets, Funds, Holdings

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Cohen Klingenstein LLC
CRD #148428
SEC #801-69612
CIK #
AUM $702.0 MM (100% Disc, 100% US)
Employees6 (33% Investors, 0% Brokers)
Phone212-757-0235
Address1410 Broadway
New York, NY 10018
Links IAPDexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IWO 126.6
SPY 49.8
AMZN 820,610.0 42.7
DIS 171,070.0 35.4
PEP 163,770.0 18.9
CMCSA 177,280.0 14.0
AAPL 843,560.0 13.0
GOOG 817,370.0 10.7
AXP 92,400.0 10.3
JNJ 369,000.0 10.0
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Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF CK Diversified Fund LLC 2012-09-20external
759.5
567.9
HF Sheltered Growth Fund LLC
48.1
View All
Fund Directors # Filings # Firms
Thomas Klingenstein 8 1
George Cohen 8 1
Cohen Klingenstein LLC 8 1
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