Gregory Cohn
Gregory Cohn is a registered investment advisor at Maven Capital Partners, LLC, based in Atlanta, GA, with 14 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maven Capital's investment management fees are individually negotiated with each client and are based on a percentage of the value of your portfolio. The typical range of fees is between 0.60% and 1.0% per year, depending on the size of the account, services provided, and other factors. Some accounts may be subject to a minimum annual fee.
Location
3060 Peachtree Road, Suite 1005, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2007Other Business Activities
Gregory is a Managing Director at Maven Capital Advisors, LLC, a placement agent, dedicating a few hours per week. He is also a member of the general partnership at Source Capital Mezzanine Partners and President of Maven Capital Partners, LLC, an investment advisor, also dedicating a few hours per week, and an employee and indirect owner of Maven Employment, LLC, dedicating minimal time.
Employment History
Current Registrations
Maven Capital Partners, LLC
Previous Registrations
Mca Securities LLCBroker
Bridge Capital Associates, INC.Broker
PNC Capital Advisors LLC
PNC Funds Distributor, LLCBroker
Navigant Capital Advisors, LLCBroker
Cbw Securities, LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.