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Paul Cohen, portrait

Paul Cohen

Founder & CEO & Chief Compliance Officer at Marest Capital in Encino, CA

Investment adviser registrationUpdated

Paul Cohen is Founder & CEO & Chief Compliance Officer of Marest Capital, LLC, an investment adviser managing $240M, and works from its Encino, CA office. Paul Cohen has been registered as an investment adviser representative through Marest Capital since 15 March 2022, has 8 years in the industry across 3 firms and has passed the Series 65.

8
Years in industry
4
Years at firm
3
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Paul Cohen has been Founder & CEO & Chief Compliance Officer of Marest Capital since December 2021, is a control person of the firm and directly owns 75% or more of it. Paul Cohen holds an Undergraduate degree with an emphasis in Accounting from the University of Southern California and a Juris Doctor with a specialization in Tax Law from Loyola Law School.

Marest Capital, LLC is an Encino, CA firm with $240M under management, 73 clients and 2 advisers in one office, as of its February 2026 filing.

Paul Cohen is Chairman and CEO of Marest Capital, based in Encino, CA. He has been an active member of the State Bar of California for over thirty (30) years. In 1990 he founded TWC Sports Management, Inc., which he continues to operate as Chairman & CEO.

Paul Cohen’s longest registration is the current one, 4 years at Marest Capital since 2022. Before joining Marest Capital in 2022, Paul Cohen was registered through Changepath, LLC and Partnervest Advisory Services LLC.

  1. – present · 4 years
    Encino, CA · Adviser representative · Firm CRD 315958
  2. Changepath, LLC
    – · 1 year
    Encino, CA · Adviser representative · Firm CRD 281213
  3. Partnervest Advisory Services LLC
    – · 1 year
    Tarzana, CA · Adviser representative · Firm CRD 113621
  4. Partnervest Advisory Services LLC
    – · under a year
    Encino, CA · Adviser representative · Firm CRD 113621
  5. Partnervest Advisory Services LLC
    – · under a year
    Encino, CA · Adviser representative · Firm CRD 113621

Credentials and registrations

Investment adviser representative registrations

Paul Cohen is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in March 2022.

  • CaliforniaSince 15 March 2022
  • TexasResidentSince 15 March 2022

Examinations

Series 651 November 2018
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Paul Ian Cohen
CRD
1180121
Firm
Marest Capital · CRD 315958
Role
Founder & CEO & Chief Compliance Officer
Office
16255 VENTURA BLVD, SUITE 505, Encino, CA 91436
Registration
Investment adviser registration
In the industry since
July 2018
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Paul Cohen work?

Paul Cohen has been Founder & CEO & Chief Compliance Officer of Marest Capital, LLC since December 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 2 February 2026

Is Paul Cohen a financial advisor?

Yes. Paul Cohen has a current investment-adviser registration in California and Texas, through Marest Capital since March 2022.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Paul Cohen have?

Paul Cohen has 8 years in the financial industry, since July 2018, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Paul Cohen passed?

Paul Cohen passed the Series 65 in November 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Paul Cohen work before Marest Capital?

Before Marest Capital, Paul Cohen was registered through Changepath, LLC, October 2020 to March 2022; Partnervest Advisory Services LLC, January 2019 to November 2020; Partnervest Advisory Services LLC, November 2018 to November 2018; Partnervest Advisory Services LLC, May 2015 to October 2015.

Source: IAPD individual record, checked 22 October 2026

Where is Paul Cohen based?

Paul Cohen’s registered office is in Encino, CA.

Source: IAPD individual record, checked 22 October 2026

Is Paul Cohen registered with FINRA?

No. Paul Cohen has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Paul Cohen’s record?

Search CRD 1180121 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Cohen’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Sources

  1. IAPD individual record, CRD 1180121, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Marest Capital, LLC, filed 2 February 2026. Title, control and ownership bands.
  3. Marest Capital team page. Biography, education, credentials, awards and the portrait, reproduced for identification.