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SEC-registered adviser

C•••••••• P•••••••• L••

Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 332474SEC 801-134034websiteIAPD
Latest filing Apr 28, 2026
First filing on the tape Jun 27, 2025 · 3 filings
SEC status approved since Jul 28, 2025
RAUM
$694M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
16
14 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$694M as of Apr 28, 2026
Jun 27, 2025$554M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 28, 2026
Jun 27, 20250 then
Employees (5.A)16 as of Apr 28, 2026
Jun 27, 202513 then
Private funds4 as of Apr 28, 2026
Jun 27, 20254 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 28, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$173MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$694M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
4reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      C•••••••• C•••••••• I• L•Private Equity Fund$148M10Jul 25, 2024
      Owners and control persons
      Schedule A and B, latest filing
      No Schedule A on the extract for this adviser.
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 10 to 14
        Jun 27, 2025 to Mar 30, 2026
      • Employees · 13 to 16
        Jun 27, 2025 to Mar 30, 2026
      • Discretionary RAUM · $554M to $694M
        Jun 27, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $554M to $694M
        Jun 27, 2025 to Mar 30, 2026
      • RAUM · $554M to $694M
        Jun 27, 2025 to Mar 30, 2026
      Signals
      1 dated events
      • C•••••••• P•••••••• L•• reported RAUM $693.8M, up 25% from $553.8M (2025-06-27 to 2026-03-30)
        Mar 30, 2026 · RAUM change · derived
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/cogenuity-partnersreportedpublic record, Form ADV, Sep 21, 2026
      Website
      c••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      628-204-6610reportedpublic record, Form ADV, Apr 28, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026