Tailored Transfer Agent Solutions
We deliver the dedication, efficiency and customization needed to streamline the process
Cobalt Investment Services
Welcome to Cobalt Investment Services, where we excel in providing tailored fund administration and transfer agent services that meet the unique needs of your business. Our comprehensive suite of offerings is designed to optimize operations and enhance the investor experience. With quick response times, seamless distributions and a deep understanding of the specific needs of sponsors, investors, and advisors, we ensure every detail is handled with care. At Cobalt, we manage the administrative complexities, allowing you to stay focused on your core objectives.
OUR SERVICES
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OUR TEAM
Holds Series 22 and 39 securities licenses
Mariely Acosta has been with Cobalt since its inception in 2005 and is currently the Director of Operations. She has helped develop operational, compliance procedures and protocols for the firm. She is responsible for the day-to-day operations of the office, including processing of incoming Subscription Documents. In addition, Mrs. Acosta is the main contact for clients and Registered Representatives
Mariely earned a B.S. degree from The Pennsylvania State University in 2004.
Holds Series 22, 39 and 63 securities licenses
Licensed Florida Real Estate Broker
As the Founder and President of Cobalt Capital, Inc., Ben Schick has been the driving force behind Cobalt Capital’s growth and success for 15 years. His primary role involves cultivating and maintaining partnerships/relationships with Sponsors, financial advisors and private companies who want to grow and innovate their businesses. His experience in the industry has led him to use an ‘approachable style’ of business.
He holds a B.S degree from Humboldt State University. He is an avid surfer, trans-oceanic sailor and tennis player.
