C&S Investment

Overview

C&S Investment is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2018. Ownership is reported as a combination of a foreign entity and an individual. The firm focuses on portfolio management across a mix of client types and structures — its stated advisory activities cover individuals and small businesses, pooled investment vehicles, and institutions, though its client base is identified as institutional. Compensation arrangements include asset-based fees, fixed fees, and performance-based fees. C&S Investment does not identify as an active ESG investor and is not registered as a multi-state adviser. It also engages in other financial product sales as part of its business activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices