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Private Wealth Videos

Private Credit Discussion
2/21/2021

You must have received the most recent offering documents for the funds discussed in this video.  Contact Cogent to receive these documents prior to viewing.

Private Equity For Qualified Clients
5/14/2021

You must have received the most recent offering documents for the funds discussed in this video.  Click here to access documents for Hamilton Lane.  Click here to access documents from Pantheon Ventures..

Private Real Estate
7/30/2021

You must have received the most recent offering documents for the funds discussed in this video.  Click here to access documents for Cantor Fitzgerald Income Trust.  Click here to access documents from Blackstone REIT.

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Pertinent Documents including Privacy Policy

©2023 by Cogent Independent Advisors, Inc. Financial Planning and Investment Advisory Services provided by Cogent Independent Advisors, Inc. ("Cogent") dba Cogent Private Wealth, a Registered Investment Advisor and subsidiary of Cogent Group LLC. Cogent is neither a tax nor legal advisor.  Clients must consult their own tax and legal advisors prior to implementing any recommendations. Nothing on this page constitutes a recommendation of a particular investment or strategy. Nothing on this website constitutes a solicitation to buy or sell any specific security.  Cogent's home state is Florida, and can only do business with clients domiciled in states where first authorized or exempt from authorization. Cogent is not a licensed insurance agency. Cogent Tax Strategies, LLC and Cogent Independent Advisors, Inc. are affiliated companies. Cogent Tax Strategies, LLC is not a Registered Investment Advisor. Any phone numbers Cogent collects and any consent Cogent receives for marketing to you will not be shared with 3rd party providers. Cogent will never sell your personal data.  See our SMS Privacy Policy here.

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