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Jean Cocinescu

Atcap Partners, LLC
17 Years of Experience
New York, NY
1 DisclosureBroker
View SEC Summary
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Jean Cocinescu is a registered investment advisor at Atcap Partners, LLC, based in New York, NY, with 17 years of industry experience. Jean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 349 clients with $200M in assets under management.

Atcap Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
349 clients
Average Client Portfolio
$560K average
Assets Under Management
$195.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $1.0M2.50%
$1M+2.00%

Fees are negotiable. Maximum annual fee ranges from 1.75% to 2.75% depending on account value and whether transaction fees are paid by the client or the investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

80 Broad Street, 29th Floor, New York, NY, 10004

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History

Regulatory History (1)
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Criminal
October 2008
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jean is an advisor at ATCAP Partners, LLC and a sole proprietor for real estate and bookkeeping through Aubrey Cooper Inc. The latter takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Atcap Partners, LLC
July 2022 - Present · 4 yrs 3 mos
Ceros Financial Services, INC.Broker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
National Asset Management, INC.
September 2020 - July 2022 · 1 yr 10 mos
National Securities CorporationBroker
May 2009 - July 2022 · 13 yrs 2 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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