{"url":"https://nivawealth.com/firms/cohen-and-steers-uk-limited-142150","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/142150","regulatoryAum":5374797533,"crd":"142150","history":[{"filedOn":"2021-03-31","regulatoryAum":5709238152,"clients":66,"employees":17,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":6505783864,"clients":73,"employees":20,"offices":1},{"filedOn":"2023-03-30","regulatoryAum":3935339677,"clients":73,"employees":20,"offices":1},{"filedOn":"2024-05-31","regulatoryAum":4247713960,"clients":73,"employees":23,"offices":1},{"filedOn":"2025-06-30","regulatoryAum":3967980032,"clients":65,"employees":23,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":5374797533,"clients":69,"employees":21,"offices":1}],"secFileNumber":"801-67297","legalName":"Cohen & Steers Uk Limited","displayName":"Cohen & Steers Uk Limited","slug":"cohen-and-steers-uk-limited-142150","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"other (specify) organized in United Kingdom","fiscalYearEnd":"December","headquarters":{"street":"3 Dering Street, 2nd Floor","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"W1S 1AA"},"tradeNames":[],"registration":{"secApproved":"27 November 2006","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":21,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":5374797533,"discretionary":5374797533,"discretionaryAccounts":82,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Banking or thrift institutions","clients":null,"fewerThan5":true,"regulatoryAum":88698},{"label":"Investment companies","clients":11,"regulatoryAum":1337314411},{"label":"Pooled investment vehicles","clients":33,"regulatoryAum":2422581871},{"label":"Pension and profit-sharing plans","clients":15,"regulatoryAum":758063462},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":60019728},{"label":"State or municipal government entities","clients":10,"regulatoryAum":346775609},{"label":"Other investment advisers","clients":null,"fewerThan5":true,"regulatoryAum":35039881},{"label":"Insurance companies","clients":null,"fewerThan5":true,"regulatoryAum":12402250},{"label":"Sovereign wealth funds and foreign official institutions","clients":null,"fewerThan5":true,"regulatoryAum":385898269},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":16613354}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"JPMorgan Chase & Co.","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":601606918},{"name":"State Street Corporation","shortName":"State Street","location":"Boston, MA","smaAssets":347577171},{"name":"Comerica","shortName":"Comerica","location":"Dallas, TX","smaAssets":166962159}],"custodyNote":"Cohen & Steers Uk Limited does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Susannah Pitura","title":"Director, International Chief Operating Officer","crd":"7720003"},{"name":"Natalie Okorie","title":"Chief Compliance Officer","crd":"5959137"},{"name":"Brian Heller","title":"Chief Legal Officer and Secretary","crd":"5258216"},{"name":"Francis Poli","title":"Director","crd":"1628917"}],"ownership":[{"label":"Cohen & Steers, Inc.","detail":"Sole shareholder in the 75% or more ownership band and a control person, since September 2006."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"442074606350","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["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":99},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/142150/PDF/142150.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cohen & Steers Uk Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cohen & Steers Uk Limited offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Cohen & Steers Uk Limited use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cohen & Steers Uk Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cohen & Steers Uk Limited invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cohen & Steers Uk Limited?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cohen & Steers Uk Limited get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cohen & Steers Uk Limited?","answer":"Cohen & Steers Uk Limited’s main office is at 3 Dering Street, 2nd Floor, London, United Kingdom W1S 1AA. Its phone number is 442074606350.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"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 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."}