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 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 352% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 352% of the manager's regulatory AUM.
COHEN KLINGENSTEIN StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
COHEN KLINGENSTEIN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 14.7% | ETF | 13.42% | 0% | 0 | 32% | ||
| IWO | 6.1% | ETF | 19.16% | 0.21% | 1 | 7% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
COHEN KLINGENSTEIN Portfolio Concentration
COHEN KLINGENSTEIN Location
355 WEST 52ND STREET
5TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
5TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
COHEN KLINGENSTEIN Contact Information
Phone Number: 212-757-0235
Fax Number: 212-757-0293
Website: null
Fax Number: 212-757-0293
Website: null
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