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Cohesion Capital LLC

Company Details

Name: Cohesion Capital LLC
Jurisdiction: Rhode Island
Entity type: Foreign Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 24 Oct 2012 (13 years ago)
Identification Number: 000794037
ZIP code: 02903
County: Providence County
Place of Formation: DELAWARE
Purpose: INVESTMENT ADVISORY
Principal Address: Google Maps Logo 40 WESTMINSTER STREET 2ND FLOOR, PROVIDENCE, RI, 02903, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Agent

Name Role Address
ANDREW WERT Agent 200 ARLINGTON AVE, PROVIDENCE, RI, 02903, USA

MANAGER

Name Role Address
ANDREW WERT MANAGER 40 WESTMINSTER ST, 2ND FLOOR PROVIDENCE, RI 02903 USA

Form 5500 Series

Employer Identification Number (EIN):
453601704
Plan Year:
2020
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
2
Sponsors Telephone Number:

Filings

Number Name File Date
202448529820 Annual Report 2024-03-14
202336333450 Annual Report 2023-05-30
202208520560 Annual Report 2022-01-24
202101650120 Annual Report 2021-09-16
202057262710 Annual Report 2020-09-23

Date of last update: 30 May 2025

Sources: Rhode Island Department of State