Cohen & Company Financial Management, LLC

Fee-Only (% of Portfolio)

Cohen & Company Financial Management (CCFM) manages collateralized debt obligations (CDOs) and advises special purpose acquisition company (SPAC) series funds. CCFM does not directly manage investments for individual investors. CCFM's services include ongoing reviews of collateral securities, investing proceeds, selling defaulted securities, and acquiring replacement collateral securities. CCFM is owned by Dekania Investors, LLC, which is owned by Cohen & Company Inc.

Assets Under Management$1.2B
Clients17
AdvisorsN/A
Avg. per Client$69M
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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