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 the United Kingdom–registered arm of an institutional-focused investment manager that provides portfolio management to investment companies, pooled vehicles and businesses or institutions. The firm is SEC-registered (since 2006) and reports an institutional client base. Its fee model combines percentage-of-AUM charges with performance-based fees. The adviser identifies as an active ESG investor and is not structured as a multi-state or newly formed adviser. The firm’s regulatory and business activities extend beyond advisory work: FINTRX lists industry affiliations including broker-dealer activities, other investment-adviser roles, CPO/CTA functions, and roles as sponsor, general partner or managing member of pooled investment vehicles. Ownership is described as a combination of domestic entity and individual ownership.