Chief Compliance Officer; Vice President of Finance · Ash Investment Partners, LLC
Katherine Q. Cohen
CRD 6459018 · Named on Form ADV at one SEC-registered adviser
At a glance
Ash Investment Partners, LLC, an SEC-registered private fund adviser based in Atlanta, GA with $186 million in regulatory assets, lists Katherine Q. Cohen on its Form ADV as Chief Compliance Officer; Vice President of Finance, a control person.
Firms and roles
- Ash Investment Partners, LLCChief Compliance Officer; Vice President of FinancePrivate fund adviser · Atlanta, GA · $186M in regulatory assets
AtlasMembers
Katherine’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Melissa L. HeymanPartner; Chief Investment Officer, Ash Investment Partners, LLC
- Andrew S. HeymanManaging Partner, Ash Investment Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katherine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.