Cohen & Company Financial Management manages pooled investment vehicles, collateralized debt obligations, and insurance joint ventures. The firm acts as a collateral manager and investment adviser for institutional funds, special purpose acquisition company series funds, and debt-focused investment vehicles. The business focuses on specialized credit, insurance-linked debt, structured finance, and special purpose acquisition company-related investments. The firm does not manage individual separately managed accounts for retail clients and serves institutional or pooled fund investors.
Assets Under Management$240M
Clients5
AdvisorsN/A
Avg. per Client$47M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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