COHEN KLINGENSTEIN, LLC

CRD 148428File 801-69612

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.39B

Top 25% of cohort (national)

Discretionary AUM

$3.39B

Clients

106

114 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Sep 23, 2008
Principal office: 1441 BROADWAY, SUITE 2301, NEW YORK, NY, 10018
Phone: 212-757-0235
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.39B
Discretionary AUM: $3.39B
Non-discretionary AUM: $0
Discretionary accounts: 114
Non-discretionary accounts: 0
Total accounts: 114
AUM per client: $32.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	10	$962.3M
High net worth individuals	76	$134.3M
Pooled investment vehicles	6	$2.27B
Pension and profit sharing plans	Fewer than 5	$13.1M
Individuals (other than high net worth individuals)	14	$3.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

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

Disclosure events

ADV Item 11

Q11
Q11C2
Q11C4
Q11C5

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	112	106
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.