Cohen Investment Advisors

Asset Manager SEC-registered adviser

Legal name: Cohen Investment Advisors, LLC

Bedford, NH Website LinkedIn

AUM

$259.3M
Regulatory AUM

Private funds

1
Real Estate 1

Private fund assets

$15.7M
Gross asset value

Employees

7

Last Form D raise

—

From SEC Form ADV filing (filed Jun 18, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

D
Daniel Cohen
Chief Compliance Officer, Chief Executive Officer & Chief Investment Officer
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Cohen Real Estate Fund II LLLPReal Estate$15.7M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
168595
SEC file number
801-117592

Sources