Cohen & Steers Uk Limited provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Cohen & Steers Uk Limited reports 69 clients. They include 33 pooled investment vehicles, 15 pension and profit-sharing plans, and 11 investment companies. Of its assets, 100.0% ($5.37B across 82 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Banking or thrift institutions | Fewer than 5 | <1% |
| Investment companies | 16% | 25% |
| Pooled investment vehicles | 48% | 45% |
| Pension and profit-sharing plans | 22% | 14% |
| Charitable organizations | Fewer than 5 | 1% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | 14% | 15% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 | $88.7K | 0.0% | — |
| Investment companies | 11 | $1.34B | 24.9% | $122M |
| Pooled investment vehicles | 33 | $2.42B | 45.1% | $73.4M |
| Pension and profit-sharing plans | 15 | $758M | 14.1% | $50.5M |
| Charitable organizations | Fewer than 5 | $60M | 1.1% | — |
| State or municipal government entities | 10 | $347M | 6.5% | $34.7M |
| Other investment advisers | Fewer than 5 | $35M | 0.7% | — |
| Insurance companies | Fewer than 5 | $12.4M | 0.2% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $386M | 7.2% | — |
| Corporations and other businesses | Fewer than 5 | $16.6M | 0.3% | — |
| Total | 69 | $5.37B | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $88.7K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 11
- Regulatory AUM
- $1.34B
- AUM share
- 24.9%
- Avg. per client
- $122M
- Clients
- 33
- Regulatory AUM
- $2.42B
- AUM share
- 45.1%
- Avg. per client
- $73.4M
- Clients
- 15
- Regulatory AUM
- $758M
- AUM share
- 14.1%
- Avg. per client
- $50.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $60M
- AUM share
- 1.1%
- Avg. per client
- —
- Clients
- 10
- Regulatory AUM
- $347M
- AUM share
- 6.5%
- Avg. per client
- $34.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $35M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $12.4M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $386M
- AUM share
- 7.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $16.6M
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 69
- Regulatory AUM
- $5.37B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
Cohen & Steers Uk Limited is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Cohen & Steers, Inc. owns 75% or more of Cohen & Steers Uk Limited. The leadership team of Cohen & Steers Uk Limited includes Chief Operating Officer Susannah Pitura and Chief Compliance Officer Natalie Okorie. It has 21 employees, 7 of them in advisory roles.
Leadership
- Susannah PituraDirector, International Chief Operating Officer
- Natalie OkorieChief Compliance Officer
- Brian HellerChief Legal Officer and Secretary
Francis PoliDirector
Staff
- 21 employees
- 7 in advisory functions
- Owns 75% or more of Cohen & Steers Uk Limited
Cohen & Steers, Inc.
Control person · since September 2006
Cohen & Steers Uk Limited’s regulatory assets fell from $5.71B (March 2021) to $5.37B (March 2026); clients were 69 in both filings and employees rose from 17 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $5.37B | 69 | 21 | 1 |
| June 2025 | $3.97B | 65 | 23 | 1 |
| May 2024 | $4.25B | 73 | 23 | 1 |
| March 2023 | $3.94B | 73 | 20 | 1 |
| March 2022 | $6.51B | 73 | 20 | 1 |
| March 2021 | $5.71B | 66 | 17 | 1 |
Besides its headquarters, Cohen & Steers Uk Limited has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Cohen & Steers Uk Limited
- Headquarters
- 3 Dering Street, 2nd Floor, London, United Kingdom W1S 1AA
- Website
- Not reported
- Phone
- 442074606350
- SEC file
- 801-67297
- Structure
- other (specify) organized in United Kingdom
- Fiscal year end
- December
Cohen & Steers Uk Limited uses J.P. Morgan ($602M, 54%), State Street ($348M, 31%) and Comerica ($167M, 15%) as custodians for its separately managed accounts. Cohen & Steers Uk Limited does not have custody of client assets.
- J.P. MorganJPMorgan Chase & Co. · New York, NY · $602M54%
- State StreetState Street Corporation · Boston, MA · $348M31%
- ComericaComerica · Dallas, TX · $167M15%
At year end, Cohen & Steers Uk Limited’s separately managed accounts were mostly in stocks (99%).
What the accounts hold
- Stocks99%
- Cash1%
How many clients does Cohen & Steers Uk Limited have?
Cohen & Steers Uk Limited has 69 clients and manages $5.37 billion for them, as of March 2026. They include 33 pooled investment vehicles, 15 pension and profit-sharing plans, and 11 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Cohen & Steers Uk Limited offer?
Cohen & Steers Uk Limited provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Cohen & Steers Uk Limited use?
Cohen & Steers Uk Limited’s separately managed account assets are held at JPMorgan Chase & Co. (New York, NY), with $602M, State Street Corporation (Boston, MA), with $348M and Comerica (Dallas, TX), with $167M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Cohen & Steers Uk Limited have?
Cohen & Steers Uk Limited has 0 investment adviser representatives registered with state securities authorities, out of 21 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Uk Limited invest in?
At the end of its last fiscal year, Cohen & Steers Uk Limited’s separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents.
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 Uk Limited?
Cohen & Steers Uk Limited’s direct owner is Cohen & Steers, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Cohen & Steers Uk Limited get paid?
Cohen & Steers Uk Limited is paid through a percentage of assets under management and performance-based fees. 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
How do I contact Cohen & Steers Uk Limited?
Cohen & Steers Uk Limited’s main office is at 3 Dering Street, 2nd Floor, London, United Kingdom W1S 1AA. Its phone number is 442074606350.