{ "crd_number": 142150, "slug": "cohen-and-steers-uk-limited-london-142150", "primary_business_name": "COHEN & STEERS UK LIMITED", "legal_name": "COHEN & STEERS UK LIMITED", "dbas": [], "city": "London", "state": null, "country": "United Kingdom", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2006-11-27", "years_registered": 19, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 5374797533.0, "raum_discretionary": 5374797533.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 21, "advisory_employees": 7, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 60019728.0, "count": null, "fewer_than_5": true }, "banking_thrift": { "raum": 88698.0, "count": null, "fewer_than_5": true }, "state_municipal": { "raum": 346775609.0, "count": 10 }, "insurance_companies": { "raum": 12402250.0, "count": null, "fewer_than_5": true }, "investment_companies": { "raum": 1337314411.0, "count": 11 }, "pension_profit_sharing": { "raum": 758063462.0, "count": 15 }, "other_investment_advisers": { "raum": 35039881.0, "count": null, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 2422581871.0, "count": 33 }, "corporations_other_businesses": { "raum": 16613354.0, "count": null, "fewer_than_5": true }, "sovereign_wealth_foreign_official": { "raum": 385898269.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "other", "portfolio_management_businesses_institutional", "portfolio_management_investment_companies", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://cohenandsteers.com", "https://linkedin.com/company/cohen-&-steers", "https://x.com/cohenandsteers", "https://youtube.com/channel/UCdlaNkcm5dcva7nkenPf_-A" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142150", "city_as_filed": "LONDON", "url": "https://advisorcensus.com/firm/cohen-and-steers-uk-limited-london-142150", "display_name": "Cohen & Steers UK Limited", "summary": "Cohen & Steers UK Limited is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2006, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Cohen & Steers UK Limited (CRD 142150): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for investment companies (and business development companies)", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Other" ], "quick_answers": [ { "q": "How is Cohen & Steers UK Limited compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Cohen & Steers UK Limited reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Cohen & Steers UK Limited located?", "a": "Cohen & Steers UK Limited's principal office is in London, United Kingdom, according to its Form ADV." }, { "q": "Is Cohen & Steers UK Limited registered with the SEC or a state?", "a": "Cohen & Steers UK Limited is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 142150." }, { "q": "How much does Cohen & Steers UK Limited manage?", "a": "Cohen & Steers UK Limited reports $5,374,797,533 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Cohen & Steers UK Limited's assets and staff changed since 2021?", "a": "In the Form ADV data for Cohen & Steers UK Limited: Regulatory assets under management: $5,709,238,152 in the October 2021 data and $5,374,797,533 in the October 2026 data, down 6%. Total employees: 17 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Cohen & Steers UK Limited serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (33); pension and profit sharing plans (but not the plan participants or government pension plans) (15); investment companies (11)." }, { "q": "Which custodians does Cohen & Steers UK Limited use?", "a": "Cohen & Steers UK Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Comerica, JPMorgan Chase & Co and State Street Corporation as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Cohen & Steers UK Limited report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142150" }, { "q": "What changed in Cohen & Steers UK Limited's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $3,967,980,032 to $5,374,797,533 (+35%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 5709238152.0, "total_employees": 17, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 6505783864.0, "total_employees": 20, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3935339677.0, "total_employees": 20, "filing_date": "2023-09-15" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4247713960.0, "total_employees": 23, "filing_date": "2024-09-11" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3967980032.0, "total_employees": 23, "filing_date": "2025-06-30" }, { "period": "2026-10-01", "regulatory_assets_under_management": 5374797533.0, "total_employees": 21, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $3,967,980,032 to $5,374,797,533 (+35%)." ] }, { "period": "2025-11-01", "period_label": "November 2025", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Comerica", "name_as_filed": "COMERICA", "affiliated": false }, { "name": "JPMorgan Chase & Co", "name_as_filed": "JPMORGAN CHASE & CO", "affiliated": false }, { "name": "State Street Corporation", "name_as_filed": "STATE STREET CORPORATION", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/cohen-and-steers-uk-limited-london-142150.md", "clients": [ { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": null, "fewer_than_5": true, "raum": 88698.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 11, "fewer_than_5": false, "raum": 1337314411.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 33, "fewer_than_5": false, "raum": 2422581871.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 15, "fewer_than_5": false, "raum": 758063462.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 60019728.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 10, "fewer_than_5": false, "raum": 346775609.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": null, "fewer_than_5": true, "raum": 35039881.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": null, "fewer_than_5": true, "raum": 12402250.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": null, "fewer_than_5": true, "raum": 385898269.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 16613354.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142150", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }