CS Mckee

RIASEC RegisteredEst. 2019

Total AUM

$11.7B

Discretionary

$11.7B

100% of AUM

Avg account

$21M

Accounts

554

Employees

Advisory reps

Firm details

Headquarters: Warrendale, Pennsylvania
CRD number: 306128
Registered since: November 15, 2019
Website: www.csmckee.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government35.84%
Pension & Profit Sharing Plans32.06%
Insurance Companies9.98%
Investment Companies9.69%
Corporations / Businesses7.96%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

CS Mckee is an SEC-registered institutional RIA organized as an LLC and operating since 2019. The firm serves primarily institutional clients and manages portfolios across a range of mandates, including individuals/small businesses, investment companies, pooled investment vehicles, and other institutional or business clients. Its compensation model combines a percentage-of-AUM fee with the possibility of performance-based fees on appropriate mandates. The adviser identifies as an active ESG investor and holds multiple industry affiliations, including roles as a broker-dealer, an additional investment adviser or commodity pool/CTA, and as sponsor/GP or managing member of pooled investment vehicles. The firm does not position itself as a third-party capital allocator, instead managing and sponsoring pooled structures alongside direct portfolio management.