COHEN & STEERS UK LIMITED
Adviser information for COHEN & STEERS UK LIMITED last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 23 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 79 | $4.2B |
| Non-Discretionary | 0 | $0 |
| Total | 79 | $4.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | <5 | $2.5M |
| Investment companies | 10 | $1.1B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 33 | $1.6B |
| Pension and profit sharing plans | 11 | $459.9M |
| Charitable organizations | <5 | $37.3M |
| State or municipal gov entities | 14 | $475.3M |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $7.7M |
| Sovereign wealth funds and foreign official institutions | 5 | $554.0M |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 25 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPORTFOLIO CONSULTING SVCS, INDEX MAINTENANCE SVCS |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
50 PALL MALL7TH FLOOR
LONDON
United Kingdom
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 44 (207) 460-6350, Fax: 44 (207) 460-6346
Chief Compliance Officer
NATALIE OKORIE
CHIEF COMPLIANCE OFFICER
50 PALL MALL
7TH FLOOR
LONDON
United Kingdom
Tel:
+44 (207) 460-6350
N******@*****************M
(Full email address available in API data)
Regulatory Contact
EDWARD C. DELK
SENIOR VICE PRESIDENT, GLOBAL CHIEF COMPLIANCE OFFICER
1166 AVENUE OF THE AMERICAS
30TH FLOOR
NEW YORK
NY
United States
Tel:
212-822-1663
E****@*****************M
(Full email address available in API data)
Industry Affiliates
| COHEN & STEERS ALTERNATIVE INVESTMENTS PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| COHEN & STEERS ASIA LIMITED | Other investment adviser, including financial planners |
| COHEN & STEERS CAPITAL MANAGEMENT INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| COHEN & STEERS GLOBAL REALTY PARTNERS III, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| COHEN & STEERS IRELAND LIMITED | Other investment adviser, including financial planners |
| COHEN & STEERS JAPAN, LTD | Other investment adviser, including financial planners |
| COHEN & STEERS REAL ESTATE OPPORTUNITIES FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| COHEN & STEERS SECURITIES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| COHEN & STEERS SINGAPORE PRIVATE LIMITED | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HELLER, BRIAN, WILLIAM | Individual | – | CHIEF LEGAL OFFICER AND SECRETARY | 09/2018 | < 5% |
| STADLER, MATTHEW, SCOTT | Individual | – | DIRECTOR, CHIEF FINANCIAL OFFICER | 10/2006 | < 5% |
| COHEN & STEERS, INC. | Domestic Entity | – | SOLE SHAREHOLDER | 09/2006 | > 75% |
| POLI, FRANCIS, CASIMIR | Individual | – | DIRECTOR | 06/2014 | < 5% |
| OKORIE, NATALIE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2020 | < 5% |
| PITURA, SUSANNAH | Individual | – | DIRECTOR, INTERNATIONAL CHIEF OPERATING OFFICER | 07/2023 | < 5% |