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Cohesion Capital LLC (Providence)


Cohesion Capital LLC is an adviser based in Providence. It manages $6.6 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Rhode Island.

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Cohesion Capital provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cohesion Capital: assets under management

The assets under management (AUM) of Cohesion Capital LLC is $6.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.3 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cohesion Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Providence

The principal office where Cohesion Capital LLC performs its advisory services is located at 321 South Main Street, Providence, RI 02903 The mailing address of the firm is 321 South Main Street, Providence, RI 02903. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-500-5225 or by fax 610-500-5225. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.cohesioncapital.com.


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