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
28

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 institutional asset management with a long SEC-registered history (since 1986). The firm is classified as a real estate fund and other fund provider and provides portfolio management across individuals, pooled vehicles, investment companies and institutional clients. Its business activities include operating as a commodity pool operator/commodity trading advisor (CPO/CTA) and acting as sponsor or general partner of pooled investment vehicles. Fee arrangements include percentage-of-AUM and performance-based structures, and the firm identifies as an active ESG investor.

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 4
  • ADAM DERECHIN

    Chief Operating OfficerCRD 2531374

  • JOSEPH HARVEY

    Chief Executive OfficerCRD 2531649

  • JON CHEIGH

    President and Chief Investment OfficerCRD 8034753

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Contacts

3 of 24
  • MITCHELL GILBERT

    Associate DirectorCRD 7438883

  • CHRISTOPHER SEGO

    Director, Marketing RepresentativeCRD 4142754

  • PAUL BERNARDI

    Managing DirectorCRD 2615818

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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