COHEN CAPITAL MANAGEMENT INC

CRD 107903File 801-49266

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.00B

Above cohort median (national)

Discretionary AUM

$1.00B

Clients

110 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Jun 5, 1995
Principal office: 770 TAMALPAIS DRIVE, SUITE 318, CORTE MADERA, CA, 94925-1737
Phone: (415) 927-8011
Website: https://www.linkedin.com/company/cohen-capital-management/about/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.00B
Discretionary AUM: $1.00B
Non-discretionary AUM: $0
Discretionary accounts: 110
Non-discretionary accounts: 0
Total accounts: 110
AUM per client: $12.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	18	$221.3M
Charitable organizations	6	$58.8M
High net worth individuals	40	$704.8M
Pension and profit sharing plans	1	$7.8M
Individuals (other than high net worth individuals)	17	$5.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — PROFIT INTEREST
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	110	82
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.