Coe Capital Management is an investment advisor in Highland Park with $176.50 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
364288085
SEC advisor number
801-56483
FINRA CRD number
112447
AUM ?
$176.50 mm
(as of 30 Mar 21)
Accounts
195
(as of 30 Mar 21)
Employees
4
(3 investment advisory or research)
Address
Coe Capital Management
430 PARK AVE
SUITE 2B
HIGHLAND PARK
IL 60035
430 PARK AVE
SUITE 2B
HIGHLAND PARK
IL 60035
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
847-597-1700
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Coe, Mark, David | Manager | 01/2017 | < 5% |
Mark D. Coe Revocable Trust DTD March 25, 1993 | Owner | 11/2012 | 10-25% |
Mark D. Coe 2012 Irrevocable Trust DTD Sept. 20, 2012 | Owner | 11/2012 | > 75% |
Coe, Mark, David | Trustee | 03/1993 | > 75% |
Coe, Mark, David | Trustee | 09/2012 | > 75% |
Wehner, Paul, Robert | Managing Director | 01/2017 | < 5% |
Wehner, Paul, Robert | Chief Compliance Officer | 05/2017 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jul 21
13F-HR
Quarterly holdings report by institutional manager
21 Jun 21
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21
13F-HR
Quarterly holdings report by institutional manager
18 Nov 20
13F-HR
Quarterly holdings report by institutional manager
15 Jul 20
13F-HR
Quarterly holdings report by institutional manager
20 May 20
13F-HR
Quarterly holdings report by institutional manager
13 Feb 20
13F-HR
Quarterly holdings report by institutional manager
18 Oct 19
13F-HR
Quarterly holdings report by institutional manager
14 Aug 19
13F-HR
Quarterly holdings report by institutional manager
20 May 19