Cohen & Co.
Cohen & Co. is a national tax, assurance, and advisory firm serving private companies, public and private investment funds, Fortune 1000 enterprises, and high-net-worth individuals across 15 U.S. offices, with deep specialization in asset management (2nd largest U.S. ETF auditor) and digital assets.
- Company typePrivate
- Founded1977
- HeadquartersCleveland, United States
- Headcount501–1,000
- GTM typeB2B
- OfferingServices
What Cohen & Co. does
Cohen & Co. is a national tax, assurance, and advisory firm founded in 1977 and headquartered in Cleveland, Ohio. The firm operates through an alternative practice structure—Cohen & Company, Ltd. for attest services and Cohen & Co Advisory, LLC for tax and advisory—and employs approximately 900 professionals across 15 offices in 8 U.S. states, with affiliated presence in the Cayman Islands and India via its TIAG membership. It serves four primary client segments: private companies (closely held and PE-owned), public and private investment funds/advisers (including the 2nd largest ETF audit practice in the U.S., the 3rd largest registered funds auditor, and the 13th largest hedge fund auditor), Fortune 1000 enterprises, and high-net-worth individuals/family offices. Core service lines are Assurance (audit, internal controls, employee benefit plan audits, investment company audits), Tax (federal/state/local planning, investment company tax, wealth transfer, international), and Advisory (M&A advisory, business valuations, transaction services, Office of the CFO, finance transformation).
The firm does not rely on proprietary technology for service delivery; instead, its value proposition is built on specialized industry expertise and partner-led engagement. It is a certified implementation partner for Sage Intacct and Workday Adaptive Planning, and it uses AI-enabled tools internally for research and analytics, governed by a dedicated AI Governance Committee. Revenue is generated through professional services fees on a relationship-based, quote-based pricing model with no public pricing disclosure. Following a strategic growth investment from Lovell Minnick Partners finalized December 31, 2024, the firm has accelerated an acquisition-driven expansion strategy, completing four acquisitions and a business combination in approximately 18 months (Tax & Wealth Management, Tassi and Company, Gioffre & Company, ProCap Financial, and Gordon Advisors), while adding new partners, expanding the Chicago office footprint, opening a Denver location, and consolidating Michigan operations into Troy.
Cohen & Co. firmographics
Firmographics- Name
- Cohen & Co.
- Legal name
- Cohen & Company, Ltd.
- Website
- https://cohenco.com
- Company type
- Private
- Founded year
- 1977
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Cohen & Co. is a national tax, assurance, and advisory firm serving private companies, public and private investment funds, Fortune 1000 enterprises, and high-net-worth individuals across 15 U.S. offices, with deep specialization in asset management (2nd largest U.S. ETF auditor) and digital assets.
- Ownership category
- akta.pro rank
Cohen & Co. industry classification
Industry- Product category
- Professional Services Accounting and Advisory
- NAICS
- Offices of Certified Public Accountants (541211), Other Scientific and Technical Consulting Services (54169)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Audit & Assurance Services (BPAHABAA)
- akta.pro secondary industries
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Litigation Support & Expert Witness (Valuation-Related) (BPAHANAG), Fairness Opinions & Solvency Opinions (BPAHANAN), Estate, Gift & Trust Valuation (BPAHANAL), Expense Management & T&E Audit (Employee Expenses, Corporate Cards) (BPAAAGAE)
Keywords
Where Cohen & Co. is headquartered
LocationHeadquarters
- HQ city
- Cleveland
- HQ country
- United States
- HQ region
- North America
Offices16 records
Markets served
Cohen & Co. business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Professional Services Fees: Cohen & Co generates revenue through professional service fees for tax, assurance and advisory services provided to private companies, public and private funds, advisers, fund service providers, and Fortune 1000 enterprises. Services include audit and assurance, tax planning and compliance, and business advisory consulting.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Cohen & Co. product offering
Product offeringCore offering
Cohen & Co. is a national tax, assurance, and advisory accounting firm providing professional services to private companies, public and private funds, advisers, fund service providers, and Fortune 1000 enterprises. The firm specializes in investment company auditing (2nd largest ETF auditor in the U.S., 3rd largest registered funds auditor), alternative investment fund services, real estate and construction, digital assets, and high-net-worth private client services. Core service lines include Assurance Services (audits, internal controls, employee benefit plan audits), Tax Services (federal/state/local tax, investment company tax, international, transaction tax), and Advisory Services (M&A advisory, business valuations, finance transformation, transaction services).
Product overview
Cohen & Co is a national tax, assurance, and advisory firm operating as a platform of professional services organized across core service lines (Assurance Services, Tax Services, Advisory Services) and specialized industry verticals (Asset Management, Digital Assets, Private Companies, Private Equity, Real Estate & Construction, Technology & Life Sciences, Manufacturing, Private Client Services). The firm's services are organized around industry-specific practices including Alternative Investment Funds (hedge funds, private equity, CTAs), Exchange-Traded Funds (the firm is the 2nd largest ETF auditor in the U.S.), Investment Company Tax, and Digital Assets. Key specialized offerings include the Registered Funds Group for mutual funds and ETFs, the Alternative Investment Funds Group for hedge and private funds, and the REIT Practice. The portfolio includes white papers and thought leadership such as the Private Assets in Retail Funds guide covering interval funds, tender-offer funds, and BDCs.
Differentiator
Problem solved
Functional benefit
Products and services
- Assurance Services Comprehensive audit and assurance services including Employee Benefit Plan Audits, Internal Controls, Investment Company Audits, and Private Company Audits for private companies, investment companies, and Fortune 1000 enterprises.
- Tax Services Full-spectrum tax services including Federal Tax Planning & Compliance, High Net Worth & Wealth Transfer, International Filings & Structuring, Investment Company Tax, State & Local Tax, Tax Credits & Incentives, and Transaction Tax Planning for businesses and individuals.
- Advisory Services Advisory offerings including Business Valuations, Finance Transformation, Litigation Support Services, M&A Advisory, Managed Accounting Services, Office of the CFO, Technical & Financial Reporting, and Transaction Services for businesses, management teams, and investors.
- Alternative Investment Funds Services Specialized audit, tax and advisory services for hedge funds, private equity funds, commodity trading advisors, and other alternative investment vehicles including 3c1 and 3c7 funds, long-short funds, master-feeder structures, offshore funds, series funds, fund-of-funds, BDCs, and non-traded REITs.
- Exchange-Traded Funds (ETF) Services Comprehensive auditing and advisory services for ETFs, with the firm being the second largest ETF auditor in the U.S., serving more than 450 ETFs and working with more advisers to ETFs than any other accounting firm in the country.
- Investment Company Tax Practice Specialized tax services for registered investment companies including open and closed-end mutual funds, ETFs, fund-of-funds, and business development companies, with expertise in RIC qualification, gross income tests, and asset diversification tests.
- Digital Assets Services Tax, audit, and advisory services for blockchain and cryptocurrency-related businesses, recognized in the Hedgeweek U.S. Digital Assets Awards as Best Tax and Audit Provider.
- Private Client Services Tax and advisory services for high-net-worth individuals and families, including estate planning and wealth transfer strategies, with the practice reinforced by the January 2025 acquisition of Tax & Wealth Management, Inc.
- Private Equity Services Specialized services for private equity firms and their portfolio companies, including fund audit, portfolio company assurance and tax, and transaction support.
- Real Estate & Construction Services Accounting, audit, tax, and consulting services for real estate companies, developers, contractors, and real estate investment trusts (REITs), enhanced by the March 2025 acquisition of Tassi and Company and led by a national REIT Practice lead.
- Technology & Life Sciences Services Specialized assurance, tax, and advisory services for technology companies and life sciences organizations, led by a dedicated Market Leader for Technology & Life Sciences.
- Manufacturing Services Industry-specific tax planning, compliance, and advisory services for manufacturing companies, including tax planning and consulting for private companies in manufacturing, distribution, and professional service industries.
Quantifiable outcome
- 2nd largest auditor of ETFs in the U.S.
- +3 more outcomes
Companies that use Cohen & Co.
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles5 records
Cohen & Co. technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability3 records
Cohen & Co. partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- TIAG (The International Accounting Group)coreInternational accounting group membership providing Cohen & Co clients access to more than 110 independent accounting firms in over 70 countries. Enables cross-border services with experts who know local culture, customs and laws firsthand.
Scale indicators12 records
Recent moves13 records
Expansion highlights6 records
Cohen & Co. competitors and assessment
Company assessmentDirect peers
- BDO USA: BDO USA is the U.S. member firm of BDO Global, a top-tier mid-market accounting and advisory firm with significant fund services and asset management audit practices. Directly comparable to Cohen & Co in size, target market (mid-market private companies and funds), and service mix (audit, tax, advisory).
- RSM US: RSM US is a leading U.S. middle-market audit, tax, and consulting firm with a strong alternative investment and asset management practice. Directly comparable to Cohen & Co in target customer (mid-market and PE-backed companies), service lines, and fund services focus.
- Withum: Withum is a top-20 U.S. accounting and advisory firm with a leading investment management and fund services practice (hedge funds, private equity, venture, digital assets). Closely comparable to Cohen & Co in niche specialization in registered and alternative fund audits and tax.
- Plante Moran: Plante Moran is one of the largest U.S. accounting, tax, and consulting firms, with a strong middle-market focus and significant investment management, private equity, and real estate practices. Highly comparable to Cohen & Co in size, geographic Midwest footprint, and fund/asset management client base.
- Grant Thornton: Grant Thornton is a top-7 U.S. accounting and advisory firm with significant asset management, hedge fund, and private equity audit practices. Comparable to Cohen & Co in mid-market and fund-services focus, with broader geographic reach.
- EisnerAmper: EisnerAmper is a top-20 U.S. accounting and advisory firm with one of the largest investment management and alternative fund audit practices in the country. Closely comparable to Cohen & Co in fund-services specialization, particularly in hedge funds and private funds.
- BPM LLP: BPM is a fast-growing top-50 U.S. accounting and advisory firm with strong asset management, fund, and private company practices, particularly on the West Coast. Comparable to Cohen & Co in size trajectory, mid-market fund services focus, and PE-backed growth model.
- CohnReznick: CohnReznick is a top-20 U.S. accounting and advisory firm with strong investment fund, real estate, and private equity practices. Comparable to Cohen & Co in size, fund-services focus, and middle-market PE-owned company client base.
Broad incumbents
- Deloitte US: Deloitte is a Big 4 firm with a substantial investment management and asset management audit practice. Overlaps with Cohen & Co in registered and alternative fund audits, but operates at a much larger enterprise scale.
- KPMG US: KPMG is a Big 4 firm with a large registered funds and investment management audit practice. Overlaps with Cohen & Co in audit of large mutual funds, ETFs, and asset managers, but serves larger enterprise clients as part of a broader portfolio.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Cohen & Co. social profiles
Digital presenceCohen & Co. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cohen & Co. leadership team
Management profileNumber of profiles
Profiles22 records
Cohen & Co. subsidiaries and ownership
Company hierarchySubsidiaries9 records
Cohen & Co. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cohen & Co. M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cohen & Co.
What does Cohen & Co. do?
Cohen & Co. is a national tax, assurance, and advisory accounting firm providing professional services to private companies, public and private funds, advisers, fund service providers, and Fortune 1000 enterprises. The firm specializes in investment company auditing (2nd largest ETF auditor in the U.S., 3rd largest registered funds auditor), alternative investment fund services, real estate and construction, digital assets, and high-net-worth private client services. Core service lines include Assurance Services (audits, internal controls, employee benefit plan audits), Tax Services (federal/state/local tax, investment company tax, international, transaction tax), and Advisory Services (M&A advisory, business valuations, finance transformation, transaction services).
Is Cohen & Co. a public or private company?
Cohen & Co. is a private company. It is classified as private equity controlled and is currently operating.
When was Cohen & Co. founded?
Cohen & Co. was founded in 1977. It employs 501 to 1,000 people.
Where is Cohen & Co. based?
Cohen & Co. is headquartered in Cleveland, United States, in the North America region.
How does Cohen & Co. make money?
One revenue line is on record: professional Services Fees.
Who are Cohen & Co.'s main competitors?
Direct peers on record are BDO USA, RSM US, Withum, Plante Moran, Grant Thornton, EisnerAmper, BPM LLP and CohnReznick. Broad incumbents are Deloitte US and KPMG US.
Does Cohen & Co. have an API?
No public API is recorded for Cohen & Co..
What industry is Cohen & Co. in?
Cohen & Co.'s product category is Professional Services Accounting and Advisory. Its primary akta.pro industry code is BPAHABAA, Audit & Assurance Services, with a secondary code of BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 541211 and its SIC code is 8700.