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Cohen & Steers Capital Management

SEC-registered adviser since 1986New York, NYCRD 106266

$85.7B
AUM
177
Clients
See fees
Fee
60
Advisory staff

From Form ADV filed 7 July 2026 · data retrieved 15 October 2026SEC record

Cohen & Steers Capital Management is an investment adviser headquartered in New York, New York, and registered with the SEC since 1986. Its clients include investment companies, pooled investment vehicles and state or municipal government entities. High-net-worth individuals account for 0% of its regulatory assets under management.

Its services include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. Fee arrangements include a percentage of assets under management, performance-based fees and other arrangements. Cohen & Steers, Inc. owns 75% or more of Cohen & Steers Capital Management, and Joseph Harvey is its CEO.

Clients

Cohen & Steers Capital Management serves 177 clients, 52 of them pooled investment vehicles. The average client has about $484 million with the firm.

Regulatory assets by client type
  • Investment companies32 clients59%
  • Pooled investment vehicles52 clients21%
  • Pension and profit-sharing plans26 clients3%
  • State or municipal government entities21 clients8%
  • Sovereign wealth funds and foreign official institutions8 clients4%
  • OtherHigh-net-worth individuals, Banking or thrift institutions, Charitable organizations, Other investment advisers, Insurance companies, Corporations and other businesses, Other4%
Show client breakdown
High-net-worth individuals
Clients
Not reported
Regulatory AUM
$21,743,031
Share
0.0%
Avg. per client
—
Banking or thrift institutions
Clients
Not reported
Regulatory AUM
$983,198
Share
0.0%
Avg. per client
—
Investment companies
Clients
32
Regulatory AUM
$50,940,642,599
Share
59.5%
Avg. per client
$1.59B
Pooled investment vehicles
Clients
52
Regulatory AUM
$17,873,348,450
Share
20.9%
Avg. per client
$343.7M
Pension and profit-sharing plans
Clients
26
Regulatory AUM
$2,979,263,138
Share
3.5%
Avg. per client
$114.6M
Charitable organizations
Clients
11
Regulatory AUM
$1,035,066,041
Share
1.2%
Avg. per client
$94.1M
State or municipal government entities
Clients
21
Regulatory AUM
$6,466,172,235
Share
7.5%
Avg. per client
$307.9M
Other investment advisers
Clients
Not reported
Regulatory AUM
$250,866,088
Share
0.3%
Avg. per client
—
Insurance companies
Clients
12
Regulatory AUM
$1,445,638,169
Share
1.7%
Avg. per client
$120.5M
Sovereign wealth funds and foreign official institutions
Clients
8
Regulatory AUM
$3,566,003,241
Share
4.2%
Avg. per client
$445.8M
Corporations and other businesses
Clients
8
Regulatory AUM
$588,029,146
Share
0.7%
Avg. per client
$73.5M
Other
Clients
7
Regulatory AUM
$502,345,236
Share
0.6%
Avg. per client
$71.8M

Total

Clients
177
Regulatory AUM
$85,670,100,572
Share
100%
Avg. per client
$484.0M

What it does

Cohen & Steers Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets, performance-based fees and other arrangements.

Cohen & Steers Capital Management advises 9 private funds.

100.0% of assets ($85.67B across 180 accounts) are managed with discretion. $454.0M sits in a wrap fee program the firm both sponsors and manages. 5% of clients are outside the U.S., and 19 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks90%
  • Bonds8%
    • Investment grade corporate bonds7%
    • High-yield corporate bonds1%
  • Cash2%

Custodians

Cohen & Steers Capital Management’s client accounts are held mainly at State Street, with 5% of managed assets, and The Bank of New York Mellon, with 4%. Cohen & Steers Capital Management has custody of client assets.

Managed account assets by custodian
  • State StreetState Street Corporation · Boston, MA · $3.91B5%
  • The Bank of New York MellonThe Bank of New York Mellon Corporation · New York, NY · $3.31B4%
  • Northern TrustNorthern Trust Corporation · Boston, MA · $2.53B3%
  • J.P. MorganJpmorgan Chase & Co. · New York, NY · $1.95B2%
  • All other custodians$73.96B86%

Ownership and leadership

Cohen & Steers, Inc. owns 75% or more of Cohen & Steers Capital Management, and Joseph Harvey is its CEO.

Who owns the firm
Cohen & Steers Capital Management, Inc.· the adviser

  • Cohen & Steers, Inc.

    Control person · since August 2004

    Owns 75% or more of Cohen & Steers Capital Management, Inc.

Leadership

  • Joseph Harvey
    Chief Executive Officer
  • Jon Cheigh
    President, Chief Investment Officer
  • Adam Derechin
    Executive Vice President, Chief Operating Officer
  • Nargis Hilal
    Senior Vice President, Global Chief Compliance Officer & Associate General Counsel
  • Amit Muni
    Executive Vice President, Chief Financial Officer
  • Francis Poli
    Executive Vice President, General Counsel and Secretary
  • Robert Steers
    Executive Chairman

Staff

  • 367 employees
  • 60 in advisory functions
  • 16 state-registered reps
  • 127 broker-dealer reps
  • 1 soliciting firm

Fees

Cohen & Steers Capital Management is paid through a percentage of assets under management, performance-based fees and other.

Cohen & Steers Capital Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Cohen & Steers Capital Management has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

New York · 1 listed address

  • 1166 Avenue of the Americas, 30th Floor, New YorkHQ

Other business names

Cohen & Steers Capital Management has reported 1 other business name to the SEC.

  • Cohen & Steers

Registration details

Legal name
Cohen & Steers Capital Management, Inc.
Headquarters
1166 Avenue of the Americas, 30th Floor, New York, NY 10036
Phone
212-832-3232
Website
Not reported
SEC file
801-27721
Structure
New York corporation
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Cohen & Steers Capital Management have?

Cohen & Steers Capital Management has 177 clients and manages $85.7 billion for them, as of July 2026. They include 52 pooled investment vehicles, 32 investment companies and 26 pension and profit-sharing plans.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026

What services does Cohen & Steers Capital Management offer?

Cohen & Steers Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Cohen & Steers Capital Management use?

Cohen & Steers Capital Management’s separately managed account assets are held at State Street Corporation (Boston, MA), with $3,910,652,039, The Bank of New York Mellon Corporation (New York, NY), with $3,313,269,399, Northern Trust Corporation (Boston, MA), with $2,533,158,149 and Jpmorgan Chase & Co. (New York, NY), with $1,951,803,154. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026

How many financial advisors does Cohen & Steers Capital Management have?

Cohen & Steers Capital Management has 16 investment adviser representatives registered with state securities authorities, out of 367 employees, and 60 perform investment advisory functions. 127 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Cohen & Steers Capital Management invest in?

At the end of its last fiscal year, Cohen & Steers Capital Management’s separately managed accounts held 90% exchange-traded equities, 7% investment grade corporate bonds, 2% cash and equivalents and 1% high-yield corporate bonds. It advises 9 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Cohen & Steers Capital Management?

Cohen & Steers Capital Management’s direct owner is Cohen & Steers, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 7 July 2026

How does Cohen & Steers Capital Management get paid?

Cohen & Steers Capital Management is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 7 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 106266.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Cohen & Steers Capital Management, Inc. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.