Cohen & Steers Asia Limited
- Regulatory AUM
- $2.9B
- Discretionary
- $2.9B
- Clients
- 42
- Avg AUM / client
- $70.2M
- Accounts
- 50
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 clients | $366K | 0.01% |
| Investment companies | 7 | $760M | 25.8% |
| Pooled investment vehicles (non-investment companies) | 20 | $901M | 30.5% |
| Pension and profit sharing plans | 9 | $249M | 8.46% |
| Charitable organizations | Fewer than 5 clients | $15.1M | 0.51% |
| State or municipal government entities | 6 | $216M | 7.32% |
| Other investment advisers | Fewer than 5 clients | $27.4M | 0.93% |
| Insurance companies | Fewer than 5 clients | $5.0M | 0.17% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $776M | 26.3% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Poli, Francis, Casimir | Director | Apr 2014 (12y) | Less than 5% | |
| Cheng, Catherine | Chief Compliance Officer | Mar 2020 (6y) | Less than 5% | |
| Chan, Wai Ming | Executive Director And Responsible Officer | Dec 2022 (4y) | Less than 5% | |
| Leung, Wai Lim | Executive Director And Responsible Officer | Dec 2022 (4y) | Less than 5% | |
| Pitura, Susannah | Director | May 2023 (3y) | Less than 5% | |
| Dakkuri, Raja, Adnan | Director | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cohen & Steers Capital Management, Inc. | Shareholder | Mar 2005 | A | 75% or more |
| Cohen & Steers, Inc. | Sole Shareholder | Aug 2004 | B | ≈ 56.25% – 100% via Cohen & Steers Capital Management, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cohen & Steers, Inc.: 75% – 100% of Cohen & Steers Capital Management, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- State Street $655M (22% of AUM) Mar 2026
- Citibank $577M (14% of AUM) Dec 2021
- Northern Trust $239M (8% of AUM) Mar 2026
- BNY Mellon $165M (6% of AUM) Mar 2026
- J.P. Morgan $163M (5% of AUM) Nov 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗