Unclaimed Profile

Matthew Jason Kogan

EDGEHILL ENDOWMENT PARTNERS LLC·NEW HAVEN, Connecticut

Series 7, Series 7TO, Series 24Clean record10 years registeredEDGEHILL ENDOWMENT PARTNERS LLC

195 CHURCH STREET, NEW HAVEN, CT 06510CRD# 4988432Firm CRD# 171994

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Jason Kogan · NEW HAVEN, CT

Registration

CRD #4988432 · EDGEHILL ENDOWMENT PARTNERS LLC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EDGEHILL ENDOWMENT PARTNERS LLC

FMA ADVISORY INC

Aug 2015 – Oct 2016

HARRISBURG, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 7TO

Series 24

Registration record

First registered · August 18, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EDGEHILL ENDOWMENT PARTNERS LLC

CRD 171994 · SEC 801-80041

AUM

$2.2B

Regulatory assets under management

Employees

5 client accounts

Services offered by EDGEHILL ENDOWMENT PARTNERS LLC

Per Form ADV

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at EDGEHILL ENDOWMENT PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Jason Kogan offer?

Matthew Jason Kogan specializes in Retirement Planning, Wealth Management.

What are Matthew Jason Kogan's credentials?

Matthew Jason Kogan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Jason Kogan located?

Matthew Jason Kogan is based in NEW HAVEN, Connecticut, last registered with EDGEHILL ENDOWMENT PARTNERS LLC.

How does Matthew Jason Kogan charge for services?

Matthew Jason Kogan'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 EDGEHILL ENDOWMENT PARTNERS LLC?

EDGEHILL ENDOWMENT PARTNERS LLC has approximately 11 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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