{"url":"https://nivawealth.com/firms/cohen-and-steers-capital-management-106266","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106266","regulatoryAum":85670100572,"crd":"106266","secFileNumber":"801-27721","legalName":"Cohen & Steers Capital Management, Inc.","displayName":"Cohen & Steers Capital Management","website":null,"founded":null,"organization":"New York corporation","fiscalYearEnd":"December","headquarters":{"street":"1166 Avenue of the Americas, 30th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10036"},"tradeNames":["Cohen & Steers"],"registration":{"secApproved":"7 August 1986","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":367,"advisory":60,"brokerDealerReps":127,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":85670100572,"discretionaryAccounts":180,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":454010385,"nonUsClientsPct":5,"nonAumClients":19},"clientTypes":[{"label":"High-net-worth individuals","clients":null,"regulatoryAum":21743031},{"label":"Banking or thrift institutions","clients":null,"regulatoryAum":983198},{"label":"Investment companies","clients":32,"regulatoryAum":50940642599},{"label":"Pooled investment vehicles","clients":52,"regulatoryAum":17873348450},{"label":"Pension and profit-sharing plans","clients":26,"regulatoryAum":2979263138},{"label":"Charitable organizations","clients":11,"regulatoryAum":1035066041},{"label":"State or municipal government entities","clients":21,"regulatoryAum":6466172235},{"label":"Other investment advisers","clients":null,"regulatoryAum":250866088},{"label":"Insurance companies","clients":12,"regulatoryAum":1445638169},{"label":"Sovereign wealth funds and foreign official institutions","clients":8,"regulatoryAum":3566003241},{"label":"Corporations and other businesses","clients":8,"regulatoryAum":588029146},{"label":"Other","clients":7,"regulatoryAum":502345236}],"fees":[],"feeNotes":[],"custodians":[{"name":"State Street Corporation","shortName":"State Street","location":"Boston, MA","smaAssets":3910652039},{"name":"The Bank of New York Mellon Corporation","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":3313269399},{"name":"Northern Trust Corporation","shortName":"Northern Trust","location":"Boston, MA","smaAssets":2533158149},{"name":"Jpmorgan Chase & Co.","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":1951803154}],"custodyNote":"Cohen & Steers Capital Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Joseph Harvey","title":"Chief Executive Officer","crd":"2531649"},{"name":"Jon Cheigh","title":"President, Chief Investment Officer","crd":"8034753"},{"name":"Adam Derechin","title":"Executive Vice President, Chief Operating Officer","crd":"2531374"},{"name":"Nargis Hilal","title":"Senior Vice President, Global Chief Compliance Officer & Associate General Counsel","crd":"5735681"},{"name":"Amit Muni","title":"Executive Vice President, Chief Financial Officer","crd":"5512860"},{"name":"Francis Poli","title":"Executive Vice President, General Counsel and Secretary","crd":"1628917"},{"name":"Robert Steers","title":"Executive Chairman","crd":"1025045"}],"ownership":[{"label":"Cohen & Steers, Inc.","detail":"Shareholder in the 75% or more ownership band and a control person, since August 2004."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"1166 Avenue of the Americas, 30th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-832-3232","stateRegisteredReps":16,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":90},{"label":"Investment grade corporate bonds","percent":7},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":9},"sources":{"adv1FilingDate":"7 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/106266/PDF/106266.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cohen & Steers Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cohen & Steers Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Cohen & Steers Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cohen & Steers Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cohen & Steers Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cohen & Steers Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cohen & Steers Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}