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SEC-registered firm

Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.

Cohen & Steers Capital Management Inc.

New York, NY

Cohen & Steers Capital Management, Inc., CRD 106266

Firm filing updated July 7, 2026 ·

  • $85.7BAssets
  • 60Advisory staff
  • 180Accounts

Fees and minimums

All fee types on the form
  • Percentage of assets under managementYes
  • Performance-based feesYes
  • OtherYes
  • Hourly chargesNo
  • Fixed feesNo
  • Subscription fees (for a newsletter or periodical)No
  • CommissionsNo

Who the firm serves

See the client table
Clients by type
Client typeApproximate number of clientsAssets
High net worth individualsFewer than 5 clients$21.7 million
Banking or thrift institutionsFewer than 5 clients$983,198
Investment companies32$50.9 billion
Pooled investment vehicles (other than investment companies and business development companies)52$17.9 billion
Pension and profit sharing plans (but not the plan participants or government pension plans)26$3.0 billion
Charitable organizations11$1.0 billion
State or municipal government entities (including government pension plans)21$6.5 billion
Other investment advisorsFewer than 5 clients$250.9 million
Insurance companies12$1.4 billion
Sovereign wealth funds and foreign official institutions8$3.6 billion
Corporations or other businesses not listed above8$588.0 million
Other: "SMA WRAP ACCOUNTS, FAMILY OFFICE"7$502.3 million
What the client labels mean

Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.

Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other: "PORTFOLIO CONSULTING SVCS, INDEX MAINTENANCE SVCS"
  • Portfolio management for individuals and/or small businesses
  • 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: "PORTFOLIO CONSULTING SVCS, INDEX MAINTENANCE SVCS"

Assets and accounts

  • Regulatory assets$85.7 billion
  • Accounts180
  • DiscretionaryAll accounts

People

  • Employees367
  • Advisory staff60
  • Broker-dealer reps127
  • Licensed insurance agents0
Registration details
  • Legal name: Cohen & Steers Capital Management, Inc. SEC-registered investment advisor. CRD 106266, SEC file 801-27721.
  • Registered with the SEC as an investment advisor (status date on record: August 7, 1986).

Is Cohen & Steers Capital Management Inc. a fiduciary?

Short answer: Cohen & Steers Capital Management Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.

More detail

The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'

Some of the firm's people may also act for a broker-dealer: 127 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.

The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.

About this data

Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.

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