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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Corte Madera, CA HQ: Corte Madera, CA

Cohen Capital Management

$1.0B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($88.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Distressed / Special Situations, Real Estate, Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
16
5 Open Source Trails Below
Sum of Disclosed Rows
$88.9M
Total AUM: $1.0B
Median Disclosed Amount
$6.2M
Range: $2.0M – $7.7M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/16)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Cohen Capital Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
TPG Real Estate Credit Opportunities, LPAdviser 7.B Vehicle Private Credit 2025
$6.2M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Partners Asia VIIIAdviser 7.B Vehicle Buyout 2025
$3.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Invesco Strategic Opportunities III, LPAdviser 7.B Vehicle Buyout 2025
$5.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Life Sciences Innovations, L.P.Adviser 7.B Vehicle Buyout 2024
$5.2M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Bain Capital Private Equity XIVAdviser 7.B Vehicle Buyout 2024
$5.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Cohen Capital Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Cohen Capital Management (Family Office / MFO, $1.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 20.7% Actual; $3.0M Unallocated Target Bandwidth). SEC Form ADV (801-49266, CRD #107903) verified $1.00B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-19

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Cohen Capital Management

528 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cohen Capital Management (16 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 4 Shared Vehicles

Qatar Investment Authority (QIA)

Sovereign Wealth Fund North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Real Estate Credit Opportunities, LP (2025 Vintage)
Cohen Capital Management: $6.2M · SEC Form ADV 7.B
Qatar Investment Authority (QIA): $56.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TPG Life Sciences Innovations, L.P. (2024 Vintage) · TPG Partners Asia VIII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Cascade Investment

Family Office / MFO Kirkland, WA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Life Sciences Innovations, L.P. (2024 Vintage)
Cohen Capital Management: $5.2M · SEC Form ADV 7.B
Cascade Investment: $101.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TPG Real Estate Credit Opportunities, LP (2025 Vintage) · TPG Partners Asia VIII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Hillsborough Cimarron Pendleton Permanent Endowment & Fiduciary Trust

Institutional Trust California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Partners Asia VIII (2024 Vintage)
Cohen Capital Management: $3.5M · SEC Form ADV 7.B
Hillsborough Cimarron Pendleton Permanent Endowment & Fiduciary Trust: $22.8M · IRS Form 990 Sched D

Additional shared vehicles: TPG Real Estate Credit Opportunities, LP (2025 Vintage) · TPG Life Sciences Innovations, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+525 Additional Institutional LPs Report Shared Vehicles with Cohen Capital Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 16 total tracked records for Cohen Capital Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (528 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Cohen Capital Management

Buyout LPs →Private Credit LPs →Distressed / Special Situations LPs →Real Estate LPs →Multi-Strategy LPs →

Frequently Asked Questions: Cohen Capital Management

What type of institutional allocator is Cohen Capital Management and what is their typical disclosed ticket size?

Cohen Capital Management is categorized under Family Office / MFO (Regional Roadshow Hub: Corte Madera, CA; Headquarters: Corte Madera, CA). Across 16 historical disclosure records tracked on Prilago ($88.9M total parsed USD across disclosed rows), the median disclosed amount is $6.2M (range: $2.0M to $7.7M).

Which private-market strategies appear in Cohen Capital Management's public disclosures?

Cohen Capital Management has disclosed records across Buyout, Private Credit, Distressed / Special Situations, Real Estate, Multi-Strategy. Open preview records include TPG Real Estate Credit Opportunities, LP (2025 Vintage), TPG Partners Asia VIII (2025 Vintage), Invesco Strategic Opportunities III, LP (2025 Vintage), TPG Life Sciences Innovations, L.P. (2024 Vintage).

How are Cohen Capital Management's historical records substantiated and separated from active searches on Prilago?

Records for Cohen Capital Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Cohen Capital Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cohen-capital-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Cohen Capital Management?

In Prilago's bilateral commitment graph, Cohen Capital Management shares resolved underlying fund vehicles with 528 institutional LPs across 16 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Qatar Investment Authority (QIA) (4 shared vehicles, e.g. TPG Real Estate Credit Opportunities, LP (2025 Vintage)), Cascade Investment (4 shared vehicles, e.g. TPG Life Sciences Innovations, L.P. (2024 Vintage)), Hillsborough Cimarron Pendleton Permanent Endowment & Fiduciary Trust (4 shared vehicles, e.g. TPG Partners Asia VIII (2024 Vintage)).

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