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 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.