Zaloguj Zarejestruj się zadarmo

Cobalt Investments, LP (Houston)


Cobalt Investments, LP is a large advisory firm based in Houston. It manages $75 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Texas.

Logo

Cobalt Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cobalt Investments: assets under management

The assets under management (AUM) of Cobalt Investments, LP is $75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $75 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cobalt Investments, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jeffrey Paul Kinneman Managing director 1 Apr 2002 50% - 75% 1361520
Michelle Ruch Managing director 1 Apr 2002 50% - 75% 4529111

Based in Houston

The principal office where Cobalt Investments, LP performs its advisory services is located at 1770 St. James Place, Houston, TX 77056, 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 713-877-0977 or by fax 713-877-0989. The normal business hours are 9:00 am- 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cobaltinvestmentslp.com.


Registered investment advisers similar to Cobalt Investments, LP