Profile
Cobalt Capital, Inc. is a managing broker-dealer based in Lake Mary, Florida, founded in 2005 by Ben Schick. The firm specializes in providing inception-to-closing private placement platforms for alternative investment programs. With a team that includes experienced professionals like Chief Compliance Officer Brian Megenity and Director of Operations Mariely Acosta, Cobalt Capital prides itself on its approachable style and efficient support for sponsors.
The firm focuses on offering managing broker-dealer services to sponsors with in-house wholesaling teams, assisting in sales, distribution, and compliance processes. Cobalt Capital operates primarily in the financial services sector, providing services such as due diligence review, compliance assistance, and investor relations. The firm does not specify a typical check size or investment stage, as it primarily supports sponsors in distributing offerings nationally.
Cobalt Capital's notable achievements include raising over $200 million in equity through its network of broker-dealers. The firm is known for its strong relationships with sponsors and financial advisors, helping them grow and innovate their businesses.
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