Cohen & Steers UK Limited

RIASEC RegisteredEst. 2006

Total AUM

$5.4B

Discretionary

$5.4B

100% of AUM

Avg account

$65.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 142150
Registered since: November 27, 2006
Website: www.cohenandsteers.com
Custodians: J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY, COMERICA SECURITIES,INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles45.07%
Investment Companies24.88%
Pension & Profit Sharing Plans14.1%
Sovereign Wealth Funds7.18%
State / Municipal Government6.45%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cohen & Steers UK Limited is an institutional investment adviser registered with the SEC in 2006 that serves primarily institutional clients. The firm provides portfolio management for investment companies, pooled investment vehicles, and for businesses or institutions. Its fee model combines a percentage of assets under management with performance-based fees, suggesting strategies where outperformance is a material component of compensation. The firm identifies as an active ESG investor and has multiple business roles and affiliations beyond advisory work, including broker-dealer activities, acting as a sponsor or managing member of pooled vehicles, and operating as other investment adviser and CPO/CTA where applicable. It is not structured as a capital allocator and does not function as a pension consultant.