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Cole Benjamin Charnas

26NORTH PARTNERS LP·NEW YORK, New York
Clean record26NORTH PARTNERS LP
600 MADISON AVE, NEW YORK, NY 10022CRD# 5374781Firm CRD# 322923

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cole Benjamin Charnas · NEW YORK, NY
Registration
CRD #5374781 · 26NORTH PARTNERS LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cole Benjamin Charnas is a registered financial advisor based in NEW YORK, New York, affiliated with 26NORTH PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
26NORTH PARTNERS LP
26NORTH
AUM
$14.0B
Regulatory assets under management
Employees
81
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: INCLUDES A COST RECOVERY EXPENSE ALLOCATION
Regulatory
SEC/IARD CRD# 5374781
Firm CRD# 322923
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05

Frequently Asked Questions

What services does Cole Benjamin Charnas offer?
Cole Benjamin Charnas specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Cole Benjamin Charnas's credentials?
Cole Benjamin Charnas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cole Benjamin Charnas located?
Cole Benjamin Charnas is based in NEW YORK, New York, working with 26NORTH PARTNERS LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Cole Benjamin Charnas charge for services?
Cole Benjamin Charnas's firm is compensated through percentage of aum, performance-based fees, other: includes a cost recovery expense allocation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 26NORTH PARTNERS LP?
26NORTH PARTNERS LP has approximately 81 employees and manages $14.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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