Cohen Klingenstein LLC

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Assets, Funds, Holdings

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CAFR Data
Cohen Klingenstein LLC
CRD #148428
SEC #801-69612
CIK #
AUM $1.9 BB (100% Disc, 100% US, 2020-03-30)
Employees6 (33% Investors, 0% Brokers)
Phone212-757-0235
Address1410 Broadway
New York, NY 10018
Source [IAPD]
Total AUM ($MM)
18551484111374237102007201120162021
Sector Holding Cap ($MM) Value ($MM)
IWO112.8
QQQ57.7
SPY49.6
AMZN820,610.049.4
DIS171,070.035.0
PEP163,770.017.0
AAPL843,560.012.2
CMCSA177,280.011.3
LLY-0.010.9
GOOG817,370.010.6
View All
Holdings by Sector ($)
0.70.60.40.30.10.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF CK Diversified Fund LLC [2012-09-20] 759.5 1,158.6
HF Sheltered Growth Fund LLC 48.1
View All
Fund Directors # Filings # Firms 2011 - 2020
George Cohen 1 1
Thomas Klingenstein 1 1
Cohen Klingenstein LLC 1 1
Comparable Firms State AUM ($BB)
Prodigy Asset Management LLC
NE 1.9
Orchard Square Partners LLC
NY 1.9
CCM Partners LP
CO 1.9
Highmount Capital LLC
NY 1.9
MCF Advisors LLC
KY 1.9
Ativo Capital Management LLC
IL 1.9
Value Partners Limited
1.9
Cushing Asset Management LP
TX 1.8
The Portfolio Strategy Group LLC
NY 1.8
Baron Capital Management Inc
NY 1.8
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