CS MCKEE
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
FINTRXOverview
CS Mckee is a limited liability company that registered with the SEC in 2019 and positions itself as an institutional-facing investment adviser while also providing portfolio management for individuals, small businesses, investment companies, pooled vehicles, and other businesses or institutions. The firm charges fees based on a percentage of assets under management and can also collect performance-based fees. FINTRX flags CS Mckee as an active ESG investor. Corporate activities include acting as a broker-dealer, serving as another investment adviser or CPO/CTA in some capacities, and sponsoring or serving as GP/managing member of pooled investment vehicles, indicating the firm both allocates to and manages pooled fund structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other35%
- US Government Bonds26%
- Investment Grade Corp Bonds17%
- Private Funds11%
- Exchange Traded Equities6%
Owners & executives
2 of 2BRADLEY COX
Chief Financial OfficerCRD 4176893
MARK GOODWIN
CEOCRD 2947625
Contacts
3 of 6TIMOTHY FORD
PartnerCRD 2644048
BRADLEY THOMPSON
Director, Portfolio ManagerCRD 1847556
BRIAN ALLEN
AnalystCRD 2476886
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$649M in ETFs
95%
$613M
0%
$35.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $88.4M | 153,111 | 13.63% |
Location
WARRENDALE, PA
ALLEGHENY
Location
WARRENDALE, PA
Headquartered in WARRENDALE, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 2000 Ericsson Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PETREDIS INVESTMENT ADVISORS
RIAWARRENDALE, PA
DEFIANT CAPITAL GROUP
RIAWARRENDALE, PA
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
RIARADNOR, PA
COOKE & BIELER, L.P.
RIAPHILADELPHIA, PA
MILL CREEK CAPITAL ADVISORS, LLC
RIACONSHOHOCKEN, PA
CHARTWELL INVESTMENT PARTNERS, LLC
RIABERWYN, PA