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Managing Member · Cohen Klingenstein, LLC

Thomas D. Klingenstein

CRD 715362 · Named on Form ADV at one SEC-registered adviser

At a glance

Cohen Klingenstein, LLC, an SEC-registered private fund adviser based in New York, NY with $3.4 billion in regulatory assets, lists Thomas D. Klingenstein on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Thomas’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
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • George M. CohenManaging Member, Chief Compliance Officer, Cohen Klingenstein, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.