Coherence Capital Partners Llc (New York)

Coherence Capital Partners LLC is a large advisory firm based in New York. It manages $273.41 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012.

Coherence Capital Partners provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Coherence Capital Partners: assets under management

The assets under management (AUM) of Coherence Capital Partners LLC is $273.41 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and $191 million of the total AUM is attributable to clients outside of the United States.


The firm manages $273.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $39.06 million each.

Coherence Capital Partners has custody of $76 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in non-investment grade corporate bonds the most. They account for 48% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 32% of the firm’s portfolio. Investments in government bonds form 18% of the total invested assets.

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