COHEN KLINGENSTEIN Overview

Cohen Klingenstein Llc is an investment advisor that manages 565.7 MM dollars in regulatory AUM and has 6 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 576MM in positions, representing 102% of the manager's regulatory AUM.

COHEN KLINGENSTEIN StockAlpha

-1.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

COHEN KLINGENSTEIN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWO 17.64% ETF 6.26% 0.21% 0 5%
QQQ 8.26% ETF 0.66% -0.36% 0 16%
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FEATURED IN
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COHEN KLINGENSTEIN Founders and Key Employees

Name Title In Position Since
George M. Cohen Managing Member, Chief Compliance Officer August-2008
Thomas D. Klingenstein Managing Member August-2008

COHEN KLINGENSTEIN Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

COHEN KLINGENSTEIN Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Investing in securities involves a risk of loss that clients should be prepared to bear. Clients could lose some or all of their investment. Client accounts are subject to general market risk. The value of the securities held in client accounts will tend to increase or decrease in response to movements in the market. Individual stocks may decline in value or not increase in value, even when the stock market in general is rising.

Diversified Fund

Investment Objective

The Diversified Fund seeks to provide the benefits of diversification while being tax-efficient. The Fund’s investment objective is to seek to provide increased diversification while limiting taxable gains for investors who currently have portfolios with limited diversification. To the extent possible, the Fund will seek to generate market-like returns with market-like risk, in a tax- efficient manner, with l...
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COHEN KLINGENSTEIN Portfolio Concentration

COHEN KLINGENSTEIN Location

355 WEST 52ND STREET
5TH FLOOR
NEW YORK, New York
UNITED STATES, 10019

COHEN KLINGENSTEIN Contact Information

Phone Number: 212-757-0235
Fax Number: 212-757-0293
Website:

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