Paul I. Cohen

MAREST CAPITAL

ENCINO, CA 91436

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CRD#: 1180121

Professional summary

Paul Ian Cohen is a registered financial advisor currently at MAREST CAPITAL, LLC located in Encino, California.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Paul has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TWC SPORTS MANAGEMENT; PRESIDENT AND REGISTERED AGENT; AGENT FOR PROFESSIONAL ATHLETES; 18321 VENTURA BLVD #330, TARZANA, CA 91350; NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Ian Cohen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 15, 2022 - Present

MAREST CAPITAL, LLC

Office #1: 16255 Ventura Blvd Suite 505, Encino, CA 91436

RIA

CRD#: 315958

ENCINO, CA

Past

October 27, 2020 - March 15, 2022

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Encino, CA

Past

January 4, 2019 - November 5, 2020

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

Tarzana, CA

Past

November 1, 2018 - November 2, 2018

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

Encino, CA

Past

May 1, 2015 - October 20, 2015

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

ENCINO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAREST CAPITAL, LLC

CRD#: 315958 / SEC#: 801-123440

RIA

Registered Investment Advisory firm - (3/14/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/15/2022)

IAR

Texas
(3/15/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/1/2018

Uniform Investment Adviser Law Examination

Current Firm

MAREST CAPITAL, LLC

CRD#: 315958 / SEC#: 801-123440

RIA

Registered Investment Advisory firm - (3/14/2022 Approved)

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Contact information

Main Address

16255 Ventura Blvd Suite 505, Encino, CA 91436

Mailing Address

Phone number

(818) 216-4900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 - WRAP FEE BROCHURE - MAREST CAPITAL, LLC (6/13/2025)

FORM ADV PART 2A - FIRM BROCHURE - MAREST CAPITAL, LLC (6/13/2025)

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 217,855,544

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/04/2025	Cover Page	Report
10/01/2024	Cover Page	Report
08/24/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul I. Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Ian Cohen's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAREST CAPITAL, LLC

CREATIVEONE WEALTH, LLC

PARTNERVEST ADVISORY SERVICES LLC

PARTNERVEST ADVISORY SERVICES LLC

PARTNERVEST ADVISORY SERVICES LLC

Primary Firm SEC Registration

MAREST CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/1/2018

Current Firm

MAREST CAPITAL, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MAREST CAPITAL, LLC

TRUST BUT VERIFY

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