Cohesive Capital Management, L.P. (New York)

Cohesive Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cohesive Capital Management: assets under management

The assets under management (AUM) of Cohesive Capital Management, L.P. is $857.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 327% since the beginning of its operation, and $55.9 million of the total AUM is attributable to clients outside of the United States.

The firm manages $857.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.96 million each.

Cohesive Capital Management has custody of $527.05 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cohesive Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cohesive Capital Management serves?

The only and largest group of clients of Cohesive Capital Management is pooled investment vehicles with 6 clients and $857.74 million of assets under management. Among the 8 most similar advisory firms, Cohesive Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $857.74 million for 6 clients. 33% of the firm’s clients are foreign persons or businesses.

Cohesive Capital Management also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Cohesive Capital Management, L.P.

The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Based in New York

The principal office where Cohesive Capital Management, L.P. performs its advisory services is located at 650 Fifth Avenue, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-616-9619 or by fax 212-616-9676. The normal business hours are 8-6 on Monday - Friday. You can find more information about the New York firm at cohesivecapital.com.

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