Cohen & Steers Capital Management Inc.
Registered investment adviser · New York, NY · CRD #106266
Form ADV data as of 2026-09-01Regulatory assets
$85.67 billion
Total accounts
180
Employees
367
Disclosure events
0
Firm details
- Website: https://www.linkedin.com/company/cohen-&-steers
- Telephone: (212) 832-3232
- SEC file number: 801-27721
- Most recent Form ADV filing: 2026-07-07
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $85.67 billion |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $85.67 billion |
| Discretionary accounts | 180 |
| Non-discretionary accounts | 0 |
| Total accounts | 180 |
| Regulatory assets under management attributable to non-U.S. persons | $21.20 billion |
People
| Total employees (excluding clerical) | 367 |
| Employees performing investment advisory functions (including research) | 60 |
| Employees who are registered representatives of a broker-dealer | 127 |
| Employees registered as investment adviser representatives with a state | 16 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 1 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $0 |
| Clients for whom the firm has custody | 0 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $492.4 million |
| Clients for whom a related person has custody | 9 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 2 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Executes agency cross transactions involving advisory client securities
- Recommends securities for which it serves as underwriter or general partner
- Recommends securities in which it has another sales interest
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | Not reported | $21.7 million |
| Banking or thrift institutions | Not reported | $983,198 |
| Investment companies | 32 | $50.94 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 52 | $17.87 billion |
| Pension and profit sharing plans (not the participants or government plans) | 26 | $2.98 billion |
| Charitable organizations | 11 | $1.04 billion |
| State or municipal government entities (including government pension plans) | 21 | $6.47 billion |
| Other investment advisers | Not reported | $250.9 million |
| Insurance companies | 12 | $1.45 billion |
| Sovereign wealth funds and foreign official institutions | 8 | $3.57 billion |
| Corporations or other businesses not listed above | 8 | $588.0 million |
| Other | 7 | $502.3 million |