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CRD 168595
BEDFORD, NH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DANIEL M. COHEN | Certified Financial Planner | BEDFORD, NH | BOCA RATON, FL | 12 | 32 | 2 | no |
| TIFFANY ANNE DONEGAN | n/a | BEDFORD, NH | 1 | 12 | n/a | no |
| JAMES N PERRY | Certified Financial Planner | AMESBURY, MA | BEDFORD, NH | 1 | 12 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| COHEN REAL ESTATE FUND II LLP | Real Estate Fund | $6.7M | Nov 11, 2024 | 35 | Mar 15, 2024 | reported | n/a |
| COHEN REAL ESTATE FUND 2017, LLLP | Real Estate Fund | $5.7M | Nov 11, 2024 | 15 | Oct 8, 2019 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COHEN, DANIEL | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER | E | yes | 10/2013 | Oct 8, 2019 | Nov 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| COHEN REAL ESTATE ADVISORS, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| BOCA RATON | FL | United States | 1 | no |
| Boston | Ma | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $259M | $259M | 7 | 4 | 4 | 1 | n/a |
| 2024 | Mar 24, 2025 | $226M | $226M | 8 | 4 | 3 | 1 | n/a |
| 2023 | Mar 15, 2024 | $188M | $188M | 7 | 2 | 2 | 2 | $12.4M |
| 2022 | Mar 29, 2023 | $150M | $150M | 7 | 2 | 2 | 1 | $5.8M |
| 2021 | Mar 22, 2022 | $152M | $152M | 5 | 1 | 2 | 1 | $4.0M |
| 2020 | Mar 29, 2021 | $135M | $134M | 5 | 1 | 1 | 1 | $3.9M |
| 2019 | Mar 6, 2020 | $120M | $119M | 4 | 1 | 1 | 1 | $3.6M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $259M | $226M | 14.9% | $150M | 20.1% | 7 | 8 | 4 | 3 |