Overview
Assets Under Management: $3.4 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 76
Average Client Assets: $1.8 million
Frequently Asked Questions
COHEN KLINGENSTEIN, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148428), COHEN KLINGENSTEIN, LLC is subject to fiduciary duty under federal law.
COHEN KLINGENSTEIN, LLC is headquartered in NEW YORK, NY.
COHEN KLINGENSTEIN, LLC serves 76 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, COHEN KLINGENSTEIN, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
COHEN KLINGENSTEIN, LLC manages $3.4 billion in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, COHEN KLINGENSTEIN, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.96%
Average Client Assets: $1.8 million
Total Client Accounts: 114
Discretionary Accounts: 114
Regulatory Filings
CRD Number: 148428
Filing ID: 2070122
Last Filing Date: 2026-03-23 14:53:52