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| Cohen Klingenstein LLC
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|---|---|
| CRD # | 148428 |
| SEC # | 801-69612 |
| CIK # | 0001453620 |
| AUM | 3,391.5 M (2026-03-23) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 212-757-0235 |
| Address | 1441 Broadway New York, NY 10018 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Lilly Eli & Co | 0.2 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| American Express Co | 0.1 | ||
| Walt Disney Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | CK Diversified Fund LLC | [2012-03-27] | 1,096.2 M | 1,982.7 M |
| Filed 2026-03-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Sheltered Growth Fund LLC | 2012-03-27 | 48.1 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 0.0 |
| (b) Individuals (high net worth individuals) | 76 | 0.1 |
| (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 | 6 | 2.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 1.0 |
| (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 | 0 | 0.0 |
| (n) Other | 6 | 0.0 |
| Total | 114 | 3.4 |
| By Discretionary | ||
| Discretionary | 114 | 3.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 114 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 114 | 3.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| George Cohen | Director | 6 | 2 | |
| Thomas Klingenstein | Director | 3 | 2 | |
| Cohen Klingenstein LLC | Promoter | 3 | 2 | |
| Margaret Preston | Director | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001453620] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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