Top financial advisors in Pleasantville, NY
We’ve curated a list of the best financial advisors in Pleasantville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,291,357,210
Number of advisors
5 advisors
| $1,291,357,210 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Pleasantville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pleasantville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Cohanzick Management LLC
Cohanzick Management, LLC, established in August 1996, is a registered investment adviser specializing in providing investment management services to private investment funds and separately managed accounts. The firm focuses on fixed income and equity investments related to credit analysis, fundamental value, event-driven, special situations, and distressed strategies. Cohanzick serves as the investment adviser to Cohanzick Absolute Return Partners, L.P. The firm offers discretionary investment advisory services, with fees ranging from 0.20% to 1.0% of assets under management for separately managed accounts. Cohanzick does not participate in wrap fee programs and had approximately $880.6 million in discretionary client assets under management as of January 1, 2024. The firm may engage in performance-based fees and side-by-side management, with a focus on investment strategies involving high yield debt and distressed securities. Cohanzick's investment philosophy includes a focus on credit-oriented investments and fundamental analysis, with an emphasis on risk management and potential capital appreciation opportunities. The firm's investment strategies involve various risks, including market volatility, counterparty creditworthiness, and interest rate fluctuations. Clients have access to account reviews, proxy voting policies, and financial information demonstrating the firm's financial stability and commitment to meeting client obligations.
$1,291,357,210 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Pleasantville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pleasantville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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