Cogan, Edwin Daly
State-registered
Investment Adviser · Boutique (under $100M)
CRD 123295
· Hinsdale, IL
· STEEPLECHASEINV.COM
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ADV data as of Mar 11, 2015
- Regulatory AUM
- $4.0M
- Discretionary
- $4.0M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 12
- Employees
- 0
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edwin Daly Cogan | Registered representative | Jun 1997 (29y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2015 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2015.
View current Form ADV (SEC/IAPD) ↗