Cfc Capital Management Associates Limited Partnership (Chicago)

Name: Cfc Capital Management Associates Limited Partnership
Address: Two North Lasalle Street, Chicago, IL, 60602
Telephone: 312-346-5680

Cfc Capital Management Associates Limited Partnership is a large advisory firm based in Chicago. It manages $3.55 billion of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Colorado, Florida, and 10 other states.

Cfc Capital Management Associates Limited Partnership provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, publication of newsletters, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cfc Capital Management Associates Limited Partnership: assets under management

The assets under management (AUM) of Cfc Capital Management Associates Limited Partnership is $3.55 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $350 million in discretionary accounts and $3.2 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.59 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $49.23 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cfc Capital Management Associates Limited Partnership for their services and products based on a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cfc Capital Management Associates Limited Partnership

Bruce Robert Cohen has served as the Chief Investment Officer since 1 Aug 1995 and Jack Morris Cohen is the Chief Executive Officer of Cfc Capital Management Associates Limited Partnership family office. Michael Emanuel Mermall joined the executive team most recently as the General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jack Morris Cohen	Chief executive officer	1 Aug 1995	Other	4509725
Bruce Robert Cohen	Chief investment officer	1 Aug 1995	Other	1410148
Inc. Cfc Capital Management	General partner	1 Aug 1995	Other	36-4025992
Thomas Allen Jaekel	Managing director	1 May 1996	Other	4509747
Terrence Dale Moore	Chief operating officer	1 Jan 1997	Other	4509753
L.P. Cohen Financial	Limited partner	1 Jul 1998	75% - 100%	36-4239345
Michael Emanuel Mermall	General counsel	1 Jan 2002	Other	4509758

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Cohen Financial	General partner	1 Jul 1998	Other	36-4239342
Jack Morris Cohen	Managing member	1 Jul 1998	50% - 75%	4509725
Bruce Robert Cohen	Managing member	1 Jul 1998	50% - 75%	1410148
Blackacre Cf Financial Holdings Llc	Limited partner	1 Jul 1998	25% - 50%	13-4019586

Based in Chicago

The principal office where Cfc Capital Management Associates Limited Partnership performs its advisory services is located at Two North Lasalle Street, Chicago, IL 60602, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-346-5680 or by fax 312-346-6669. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cohenfinancial.com.