Cohen Capital Management Inc

Cohen Capital Management, Inc. (CCM) is a registered investment adviser established in March 1995, with Jay A. Cohen as the principal owner. CCM specializes in managing assets on a discretionary basis, with $1,007,504,431 in assets under management as of December 31, 2024. The firm primarily serves high net worth individuals, offering investment management services focusing on equities, fixed income, and cash instruments. CCM charges advisory fees based on a tiered schedule, ranging from 1.5% to 0.80% of assets under management. Additionally, CCM provides wealth management services, including financial planning and concierge services. The firm also manages an affiliated limited liability company, providing discretionary investment management services. CCM acts as a fiduciary, committed to acting in the best interests of its clients. The firm does not participate in wrap fee programs, charges negotiable advisory fees, and does not compensate for client referrals. CCM's investment strategies involve fundamental and cyclical analysis, with a focus on long-term capital appreciation. The firm discloses potential risks associated with investments, including market, inflation, interest rate, and geopolitical risks. Clients are encouraged to review account statements and performance reports regularly. CCM follows a code of ethics and proxy voting policies to ensure transparency and client interests are prioritized. The firm maintains custody of client assets through a qualified custodian and exercises investment discretion with a minimum account requirement of $20 million.