Cohen & Steers Uk Limited
- Regulatory AUM
- $5.4B
- Discretionary
- $5.4B
- Clients
- 69
- Avg AUM / client
- $77.9M
- Accounts
- 82
- Employees
- 21
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 | $88.7K | 0.0% |
| Investment companies | 11 | $1.3B | 24.9% |
| Pooled investment vehicles (non-investment companies) | 33 | $2.4B | 45.1% |
| Pension and profit sharing plans | 15 | $758M | 14.1% |
| Charitable organizations | Fewer than 5 clients | $60.0M | 1.12% |
| State or municipal government entities | 10 | $347M | 6.45% |
| Other investment advisers | Fewer than 5 clients | $35.0M | 0.65% |
| Insurance companies | Fewer than 5 clients | $12.4M | 0.23% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $386M | 7.18% |
| Corporations and other businesses | Fewer than 5 clients | $16.6M | 0.31% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Poli, Francis, Casimir | Director | Jun 2014 (12y) | Less than 5% | |
| Heller, Brian, William | Chief Legal Officer And Secretary | Sep 2018 (8y) | Less than 5% | |
| Okorie, Natalie | Chief Compliance Officer | Mar 2020 (6y) | Less than 5% | |
| Pitura, Susannah | Director, International Chief Operating Officer | Jul 2023 (3y) | Less than 5% | |
| Dakkuri, Raja, Adnan | Director, Chief Financial Officer | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cohen & Steers, Inc. | Sole Shareholder | Sep 2006 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 | 1.39 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
- J.P. Morgan $602M (11% of AUM) Mar 2026
- Citibank $538M (9% of AUM) Dec 2021
- State Street $348M (6% of AUM) Mar 2026
- Northern Trust $320M (8% of AUM) Nov 2024
- Comerica Inc. $167M (3% of AUM) Mar 2026
- BNY Mellon $151M (4% of AUM) Jan 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) ↗