Jonathan Cohen
Chief Executive Officer at OXFORD SQUARE CAPITAL CORP.
Net worth: 8 M $ as of 2024-03-30
Profile
Mr. Jonathan H. Cohen is Chief Executive Officer at Oxford Bridge Management LLC, Board Member & Chief Executive Officer at Oxford Lane Management LLC, Managing Member at BDC Partners LLC, Chief Executive Officer at TICC Management LLC and an Investment Manager at Oxford Bridge LLC. He is on the Board of Directors at TICC Capital Corp., Oxford Lane Capital Corp., Algorithmic Implementations, Inc. and Connecticut College. He co-founded Oxford Bridge Management in June 2010 and has more than 15 years of experience in technology-related equity research. Mr. Cohen managed technology research groups at Wit SoundView, Merrill Lynch & Co., UBS Securities and Salomon Smith Barney. Mr. Cohen received a Bachelor of Arts degree in Economics from Connecticut College and an M.B.A. from Columbia University.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2024-03-13 | 2,273,755 ( 3.81% ) | 7 M $ | 2024-03-30 | |
OXFORD LANE CAPITAL CORP
0.10% | 2023-08-27 | 234,728 ( 0.10% ) | 1 M $ | 2024-03-30 |
Jonathan Cohen active positions
Companies | Position | Start |
---|---|---|
OXFORD SQUARE CAPITAL CORP. | Chief Executive Officer | 2002-12-31 |
OXFORD LANE CAPITAL CORP. | Chief Executive Officer | 2009-12-31 |
Oxford Lane Management LLC
Oxford Lane Management LLC Investment ManagersFinance Founded in 2010, Oxford Lane Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm is a subsidiary of BDC Partners LLC. They provide investment management services to other investment companies, including mutual funds. | Founder | 2010-05-31 |
Connecticut College | Director/Board Member | - |
Oxford Square Management LLC
Oxford Square Management LLC Investment ManagersFinance Oxford Square Management LLC (Oxford Square) is a private equity firm founded in 2003. The firm is headquartered in Greenwich, Connecticut. | Chief Executive Officer | - |
Oxford Bridge Management LLC
Oxford Bridge Management LLC Investment ManagersFinance Part of Oxford Funds LLC, Oxford Bridge Management LLC provides investment advice. The private company is based in Greenwich, CT. Jonathan H. Cohen has been the CEO of the company since 2015. | Chief Executive Officer | 2015-10-31 |
Oxford Bridge LLC
Oxford Bridge LLC Investment ManagersFinance Oxford Bridge LLC is a private equity fund. | Corporate Officer/Principal | - |
Oxford Gate Management, LLC | Chief Executive Officer | 2017-12-31 |
Former positions of Jonathan Cohen
Companies | Position | End |
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Salomon Smith Barney, Inc. | Corporate Officer/Principal | - |
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Training of Jonathan Cohen
The Trustees of Columbia University in The City of New York | Masters Business Admin |
Connecticut College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 13 |
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UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Oxford Square Capital Corp.
Oxford Square Capital Corp. Investment ManagersFinance Oxford Square Capital Corp., a traded business development company invests in middle market companies located in the United States with annual revenues up to USD 200 million and an enterprise value of more than USD 300 million. The fund targets companies operating in the fields of technology services, computer software and hardware, consumer services, communications, and electronic technology. It provides debt and equity financing for buyout capital requirements with an investment size ranging from USD 5 to 50 million. The fund acquires minority interests. The company was founded on July 21, 2003 and is headquartered in Greenwich, CT. | Finance |
Oxford Lane Capital Corp. | |
Wit Soundview Group, Inc. | Finance |
Oxford Square Management LLC
Oxford Square Management LLC Investment ManagersFinance Oxford Square Management LLC (Oxford Square) is a private equity firm founded in 2003. The firm is headquartered in Greenwich, Connecticut. | Finance |
Algorithmic Implementations, Inc.
Algorithmic Implementations, Inc. Packaged SoftwareTechnology Services Algorithmic Implementations, Inc. provides computer access solutions for the vision impaired. Its products include ZoomText, ZoomText USB, the ZoomText Large-Print Keyboard, and ZoomText Express. The company was founded by Benjamin D. Weiss in 1985 and is headquartered in Manchester Center, VT. | Technology Services |
T2 Advisers LLC
T2 Advisers LLC Investment ManagersFinance Founded in 2005, T2 Advisers LLC is a registered investment advisor located in Greenwich, Connecticut. The firm is a subsidiary of BDC Partners LLC and is affiliated with TICC management LLC. T2 Advisors provides portfolio management services exclusively to the T2 Income Fund CLO I Ltd., a foreign closed-end fund. | Finance |
Salomon Smith Barney, Inc. | Finance |
Oxford Lane Management LLC
Oxford Lane Management LLC Investment ManagersFinance Founded in 2010, Oxford Lane Management LLC is a registered investment advisor located in Greenwich, Connecticut. The firm is a subsidiary of BDC Partners LLC. They provide investment management services to other investment companies, including mutual funds. | Finance |
Merrill Lynch & Co., Inc. | Finance |
Oxford Bridge LLC
Oxford Bridge LLC Investment ManagersFinance Oxford Bridge LLC is a private equity fund. | Finance |
Oxford Bridge Management LLC
Oxford Bridge Management LLC Investment ManagersFinance Part of Oxford Funds LLC, Oxford Bridge Management LLC provides investment advice. The private company is based in Greenwich, CT. Jonathan H. Cohen has been the CEO of the company since 2015. | Finance |
Oxford Gate Management, LLC |
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