DC
CFA
DC
CFA

Dylan Cohan

4 Years of Experience
Brooklyn, NY

Dylan Cohan is a CFA-designated registered investment advisor at Catsgame Capital LLC, based in Brooklyn, NY, with 4 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $3.2M in assets under management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
11 clients
Average Client Portfolio
$291K average
Assets Under Management
$3.2M

Fee Structure

Investment management only (planning not offered)

CatsGame Capital charges a performance-based fee, taking up to 20% of your account's annual profits above a 4% hurdle rate. This fee is only applied if your account value exceeds its highest historical value within the past 20 years, after accounting for any losses. You won't pay a fee if your annual return is 4% or less. Clients authorize fee deductions from their accounts held at Interactive Brokers.

Loading...

Location

Brooklyn, NY

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Catsgame Capital LLC
October 2021 - Present · 4 yrs 7 mos
State Registrations1 state
NY
Advisor

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.