Cohen Municipal Capital Management, LLC (New York)


Cohen Municipal Capital Management, LLC is a pension cosultant based in New York. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of New York and Pennsylvania.

Cohen Municipal Capital Management provides market timing 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.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cohen Municipal Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cohen Municipal Capital Management, LLC

Daniel Gideon Cohen has been acting as President since 1 Nov 2005. Joseph Pooler joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Llc Cohen Brothers Owner 1 Nov 2005 75% - 100% 01-0825075
Kenneth Richard Smith Chief compliance officer 1 Nov 2005 Other 2300203
Daniel Gideon Cohen President 1 Nov 2005 Other 4385288
James Joseph Mcentee Chief operating officer 1 Nov 2005 Other 4636674
William Thomas Tomljanovic Chief financial officer 1 Nov 2005 Other 4254909
Andrew Scott Hohns Director 1 Nov 2005 Other 4389249
Rachel Fink Secretary 1 Nov 2005 Other 5371366
Rachel Nmn Fink Secretary 1 Nov 2005 Other 5371366
Christopher Ricciardi President 1 Mar 2006 Other 2161899
Christopher Conley Managing director 1 Jan 2007 Other 1335329
Joseph Pooler Chief financial officer 1 Nov 2007 Other 5478932

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Daniel Gideon Cohen Member 1 Oct 2001 75% - 100% 4385288
Llc Cohen Bros. Financial Owner 1 Apr 2005 50% - 75% 30-0071447

Based in New York

The principal office where Cohen Municipal Capital Management, LLC performs its advisory services is located at 135 East 57 Th Street, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-673-8000 or by fax 646-673-8100. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.cohenandcompany.com.