Unclaimed Profile

Inna Kaplan

COHESIVE CAPITAL MANAGEMENT, L.P.·NEW YORK, New York

Clean recordCOHESIVE CAPITAL MANAGEMENT, L.P.

650 FIFTH AVENUE, NEW YORK, NY 10019CRD# 5106204Firm CRD# 160274

Profile Verification

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

Identity

Inna Kaplan · NEW YORK, NY

Registration

CRD #5106204 · COHESIVE CAPITAL MANAGEMENT, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Inna Kaplan is a registered financial advisor based in NEW YORK, New York, affiliated with COHESIVE CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

COHESIVE CAPITAL MANAGEMENT, L.P.

COHESIVE CAPITAL PARTNERS

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COHESIVE CAPITAL MANAGEMENT, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5106204

Firm CRD# 160274

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Inna Kaplan offer?

Inna Kaplan specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Inna Kaplan's credentials?

Inna Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Inna Kaplan located?

Inna Kaplan is based in NEW YORK, New York, working with COHESIVE CAPITAL MANAGEMENT, L.P.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Inna Kaplan charge for services?

Inna Kaplan'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 COHESIVE CAPITAL MANAGEMENT, L.P.?

COHESIVE CAPITAL MANAGEMENT, L.P. has approximately 8 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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