Cohen Capital Management Inc

The firm manages roughly $1.0 billion in discretionary client assets and provides investment management and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations and corporations. Services include portfolio management, financial planning, and, on a limited basis, concierge and administrative services such as cash‑flow analysis, liaising with tax preparers, and estate document maintenance.

Its investment process combines fundamental and quantitative analysis with cyclical methods to pursue long‑term total capital appreciation across equities, fixed income and cash, typically in discretionary accounts. Portfolios are customized for asset allocation and client restrictions, use third‑party market data (e.g., Bloomberg, Morningstar) and are monitored informally on a daily basis with formal quarterly reviews and regular performance reporting.

The firm is notable for an unusually large level of assets under management relative to its advisory headcount and for maintaining a high account threshold (the brochure cites a $20 million minimum, waivable at the firm’s discretion), which reflects a focus on very large client relationships. It also serves as manager of an affiliated limited liability company and receives a profit‑interest distribution for that role — an arrangement the brochure identifies as a potential conflict that the firm addresses through investment guidelines, trade rotation practices and disclosure.