← Back to searchVisit website
COGENUITY PARTNERS, LLC
CRD 332474 · SEC 801-134034
ONE EMBARCADERO CENTER, SUITE 3820, SAN FRANCISCO, CA, 94111, United States
Phone
628-204-6610
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$693.8M
Discretionary AUM
$693.8M
Team
16 total employees; 14 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $693.8M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD