Cohen & Steers Capital Management Inc.

RIASEC RegisteredEst. 1986
Total AUM
$85.7B
Discretionary
$85.7B
100% of AUM
Avg account
$476M
Accounts
180
Employees
367
Advisory reps
29

Firm details

Headquarters
New York, New York
CRD number
106266
Registered since
August 7, 1986
Custodians
STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Investment Companies59.46%
  • Pooled Investment Vehicles20.86%
  • State / Municipal Government7.55%
  • Sovereign Wealth Funds4.16%
  • Pension & Profit Sharing Plans3.48%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cohen & Steers Capital Management Inc. is a corporation focused on real estate-related investment management and fund sponsoring. The firm has been SEC-registered since 1986 and primarily serves institutional clients while also providing portfolio management for individuals, small businesses, pooled vehicles, investment companies, and institutional entities. Its business activities include acting as a commodity pool operator/commodity trading adviser (CPO/CTA) and participating as a sponsor or general partner of pooled investment vehicles. The firm charges asset-based fees along with performance-linked fees and other fee arrangements, and identifies as an active ESG investor. Industry affiliations listed for the firm include broker-dealer relationships, investment adviser activities beyond the primary entity, CPO/CTA functions, and sponsorship/management of pooled vehicles, reflecting a hybrid of fund management and advisory roles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 2%, Non-Investment Grade Corp Bonds 1%90%
  • Exchange Traded Equities90%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents2%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

3 of 3
  • Adam Derechin

    Adam Derechin

    Chief Operating OfficerCRD 2531374

  • Joseph Harvey

    Joseph Harvey

    Chief Executive OfficerCRD 2531649

  • Jon Cheigh

    President and Chief Investment OfficerCRD 8034753

Contacts

3 of 26
  • Amit Muni

    Executive Vice PresidentCRD 5512860

  • Mitchell Gilbert

    Mitchell Gilbert

    Associate DirectorCRD 7438883

  • John Stanley

    John Stanley

    Vice PresidentCRD 4879990

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1166 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth