AdvisorOS Directory
Claim Profile
SC

Sam D Cohen

NEA MANAGEMENT COMPANY, LLC·MENLO PARK, California
Unclaimed Profile
2855 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 7677520Firm CRD# 161004
01

About

Sam D Cohen is a registered financial advisor based in MENLO PARK, California, affiliated with NEA MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
NEA MANAGEMENT COMPANY, LLC
NEW ENTERPRISE ASSOCIATES
AUM
$25.9B
Regulatory assets under management
Employees
126
Total firm employees
View all advisors at NEA MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7677520
Firm CRD# 161004
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MENLO PARK?

Browse all registered financial advisors in MENLO PARK, California or claim this profile if it's yours.

Browse MENLO PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Sam D Cohen offer?
Sam D Cohen specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Sam D Cohen's credentials?
Sam D Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sam D Cohen located?
Sam D Cohen is based in MENLO PARK, California, working with NEA MANAGEMENT COMPANY, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Sam D Cohen charge for services?
Sam D Cohen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEA MANAGEMENT COMPANY, LLC?
NEA MANAGEMENT COMPANY, LLC has approximately 126 employees and manages $25.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MENLO PARK
Eric John Chin — CROSSLINK CAPITAL, INC.Mike Tremmel — MAKENA CAPITAL MANAGEMENT, LLCRhona Thompson — SIGNIA MANAGEMENT COMPANY, LLCMark Greenstein — DRAPER FISHER JURVETSON MANAGEMENT, LLCSarah Elizabeth Rogers — GLYNN CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile