Overview
Assets Under Management: $345 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 75
Average Client Assets: $4.6 million
Frequently Asked Questions
COWEN PRIME ADVISORS 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 #315686), COWEN PRIME ADVISORS LLC is subject to fiduciary duty under federal law.
COWEN PRIME ADVISORS LLC is headquartered in NEW YORK, NY.
COWEN PRIME ADVISORS LLC serves 75 high-net-worth clients according to their SEC filing dated March 27, 2023. View client details ↓
According to their SEC Form ADV, COWEN PRIME ADVISORS LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
COWEN PRIME ADVISORS LLC manages $345 million in client assets according to their SEC filing dated March 27, 2023.
According to their SEC Form ADV, COWEN PRIME ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $4.6 million
Total Client Accounts: 75
Discretionary Accounts: 75
Regulatory Filings
CRD Number: 315686
Filing ID: 1727315
Last Filing Date: 2023-03-27 14:40:00