COHALO
SEC RegisteredCohalo® is a money management firm providing real solutions
About the firm
Cohalo® is a money management firm providing real solutions for discerning Investors. The firm specializes in portfolio analytics and derivatives-based strategies, delivering asset management services flexibly according to Client-specific requirements with an emphasis on Investor-friendly terms and structures.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management services flexibly delivered according to Client-specific requirements, with an emphasis on Investor-friendly terms and structures. The flagship product seeks full-cycle returns via adaptive exposure to volatility and related risk premiums. The firm also specializes in portfolio analytics and derivatives-based strategies.
Who they serve
Partners who desire serious improvement and prioritize competence and character, including lean institutional teams, dynamic executives, sophisticated asset owners with complex risks, and other discerning Investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 22 | $3.6M |
| High Net Worth Individuals | 6 | $2.9M |
| Insurance Companies | 2 | — |
| Sovereign Wealth Funds | 1 | — |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of April 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COHALO has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.