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DC

Drew F. Cohen

DAVIDSON KAHN CAPITAL MANAGEMENT
Sherman Oaks, CA 91423
Some features on this profile are disabled
CRD#: 6671788
DC

Professional summary


Drew Frederick Cohen, who also goes by Drew F Cohen, Drew Frederick Cohen, is a registered financial advisor currently at DAVIDSON KAHN CAPITAL MANAGEMENT, LLC located in Sherman Oaks, California.

Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Drew has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 86, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Drew F Cohen | Drew Frederick Cohen

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.
Drew Cohen is a part owner of Speedwell Research LLC. Speedwell Research LLC is a research business that focuses on analyzing select public companies and produces in depth research reports and financial models for paying subscribers; 20hrs per week

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Drew Frederick 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

October 3, 2022 - Present

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

Office #1: 14011 Ventura Blvd, Suite 302, Sherman Oaks, CA 91423
RIA
CRD#: 290062
Sherman Oaks, CA
Past

September 1, 2017 - May 7, 2019

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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".
DK
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | RULE 2 INVESTMENTS, LLC

CRD#: 290062 / SEC#: 801-129877

RIA
Registered Investment Advisory firm - (4/11/2024 Approved)
California
Registered Investment Advisory firm - (6/5/2024 Terminated)
New York
Registered Investment Advisory firm - (11/22/2021 Terminated)

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
(10/3/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/3/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DK
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | RULE 2 INVESTMENTS, LLC

CRD#: 290062 / SEC#: 801-129877

RIA
Registered Investment Advisory firm - (4/11/2024 Approved)
California
Registered Investment Advisory firm - (6/5/2024 Terminated)
New York
Registered Investment Advisory firm - (11/22/2021 Terminated)
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Contact information


Main Address
14011 Ventura Blvd, Suite 302, Sherman Oaks, CA 91423
Mailing Address
Phone number
(310) 928-8192
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - DAVIDSON KAHN CAPITAL MANAGEMENT, LLC (1/29/2025)

Regulatory assets under management


Total Number of Accounts534
AUM (Assets Under Management)$ 215,177,209

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.

Company Information


DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

CRD#: 290062Sherman Oaks, CA 91423

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