DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cohen & Steers Capital Management Inc.
Legal name Cohen & Steers Capital Management, Inc.
Latest filing Jul 7, 2026
First filing on the tape Mar 30, 2012 · 34 filings
SEC status approved since Aug 7, 1986
RAUM
$86B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$21.7M individuals and HNW
Advisors
22
registered through the firm on IAPD
RAUM per advisor
$3.9B
derived; firm RAUM over IAPD count
Employees
367
60 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$86B as of Jul 7, 2026
Mar 30, 2012$41B then
HNW client RAUM$21.7M as of Jul 7, 2026
Mar 29, 2018$10.4M then
State-registered IARs (5.B.3)16 as of Jul 7, 2026
Apr 1, 20130 then
Employees (5.A)367 as of Jul 7, 2026
Apr 1, 2013241 then
Private funds9 as of Jul 7, 2026
Mar 30, 20123 then
RAUM +5.8% over the last fiscal year+4.1% a year over threeIARs 15 to 16
Practice profile
derived from the filing of Jul 7, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- $3.9BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $476MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 18%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 16.7derivedItem 5.A over advisors
- Advisors per office
- 22.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- +6.7%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$51B60%
- Pooled investment vehicles$18B21%
- State and municipal entities$6.5B7.6%
- Sovereign wealth funds$3.6B4.2%
- Pension and profit-sharing plans$3.0B3.5%
- Insurance companies$1.4B1.7%
- Charitable organizations$1.0B1.2%
- Corporations and businesses$588M0.7%
- Other investment advisers$251M0.3%
- High-net-worth individuals$21.7M0.0%
- Banks and thrifts$983,1980.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 26reported
- Charitable clients
- 11reported
- Accounts
- 180reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $454M managedreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.81 institutional_share=0.18 related_bd=true related_bank=true bd_reps=127.0derived
Advisors registered through the firm
22 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Joseph Burke | New York, Ny | Oct 29, 2021 | 13 y | 2 |
| Michael Paul Roma | New York, Ny | Jan 7, 2022 | 11 y | 1 |
| Brian Desmond Quinn | New York, Ny | Jul 22, 2022 | 12 y | 2 |
| Charles D Renfro | New York, Ny | Jul 29, 2022 | 13 y | 2 |
| Chloe R Rogers | New York, Ny | Dec 12, 2022 | 11 y | 2 |
| Evan Stolfa | New York, Ny | Apr 25, 2023 | 13 y | 1 |
| Eric John Kristenson | Foxboro, Ma | May 1, 2024 | 26 y | 2 |
| Daniel Arnot Noonan | New York, Ny | Jun 5, 2024 | 21 y | 2 |
| James Paul Ficano | New York, Ny | Sep 17, 2024 | 10 y | 0 |
| Brian K Carlisle | New York, Ny | Nov 27, 2024 | 23 y | 4 |
| Christopher Berry | New York, Ny | Dec 9, 2024 | 18 y | 2 |
| Alec B Sherman | New York, Ny | Apr 11, 2025 | 13 y | 1 |
| Miles Finnegan | New York, Ny | Apr 30, 2025 | 12 y | 1 |
| Tyler Dubay | New York, Ny | Aug 15, 2025 | 10 y | 3 |
| Charles J Maschi | Clarksburg, Md | Nov 5, 2025 | 21 y | 2 |
| Michael A Johnson | New York, Ny | Jan 5, 2026 | 16 y | 1 |
| Allan W Houston | New York, Ny | Feb 12, 2026 | 12 y | 1 |
| Christopher Milbourne Sego | New York, Ny | Apr 21, 2026 | 24 y | 3 |
| Paul Michael BernardiCertified Financial Planner | New York, Ny | Apr 22, 2026 | 30 y | 1 |
| Mitchell S. Gilbert | New York, Ny | May 7, 2026 | 15 y | 3 |
| John Robert Stanley | New York, Ny | Jul 8, 2026 | 21 y | 6 |
| Megan Elizabeth Voetsch | Boston, Ma | Jul 30, 2026 | 10 y | 1 |
Advisor movement
0 left, 8 joined in 12 months
net +8 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Brandon Berletti to J.P. Morgan Securities LLCApr 28, 2025 · Other
- Nicole Dimassa to Stifel, Nicolaus & Company, IncorporatedJun 6, 2023 · Other
- Robert Kenneth Kuberski to MML Investors Services, LLCAug 1, 2022 · Other
Joined, latest
- Megan Elizabeth Voetsch from Lord, Abbett & Co. LLCJul 30, 2026 · Other
- John Robert Stanley from Federated Securities Corp.Jul 8, 2026 · Other
- Mitchell S. Gilbert from Pgim Investments LLCMay 7, 2026 · Other
- Paul Michael Bernardi from Voya Investment Management Co. LLCApr 22, 2026 · Other
- Christopher Milbourne Sego from Lazard Asset Management LLCApr 21, 2026 · Other
- Allan W Houston from Morgan StanleyFeb 12, 2026 · Other
- Michael A Johnson from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 5, 2026 · Other
- Charles J Maschi from Pacer Advisors, Inc.Nov 5, 2025 · Other
- Tyler Dubay from Principal Asset ManagementAug 15, 2025 · Other
- Miles Finnegan from Nuveen Asset Management, LLCApr 30, 2025 · Other
- Alec B Sherman from Morgan StanleyApr 11, 2025 · Other
- Christopher Berry from J.P. Morgan Securities LLCDec 9, 2024 · Other
- Brian K Carlisle from Hartford FundsNov 27, 2024 · Other
- Daniel Arnot Noonan from Nuveen Asset Management, LLCJun 5, 2024 · Other
- Eric John Kristenson from Canby Financial AdvisorsMay 1, 2024 · Other
Private funds
11 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Martin Joseph Harvey · Chief Executive Officercontrolsince 03/2022 · owns less than 5%
- Hamilton Robert Steers · Executive Chairmancontrolsince 03/2022 · owns less than 5%
- Adnan Raja Dakkuri · Executive Vice President, Chief Financial Officersince 06/2024 · owns less than 5%
- M Adam Derechin · Executive Vice President, Chief Operating Officersince 08/2003 · owns less than 5%
- Casimir Francis Poli · Executive Vice President, Chief Compliance Officersince 09/2024 · owns less than 5%
Entity owners
- Cohen & Steers, Inc. · Shareholderdirect · owns 75% or more · public reporting company
Related persons
Schedule D 7.A
- Cohen & Steers Alternative Investments Partner II, LLCpooled vehicle sponsory
- Cohen & Steers Asia Limitedinvestment adviseryRAUM $2.9B
- Cohen & Steers Global Realty Partners III Te, L.P.pooled vehicle sponsory
- Cohen & Steers Ireland Limitedinvestment advisery
- Cohen & Steers Japan, Ltdinvestment advisery
- Cohen & Steers Real Estate Opportunities Fund Gp, LLCpooled vehicle sponsory
- Cohen & Steers Securities, LLCbroker-dealery
- Cohen & Steers Singapore Private Limitedinvestment advisery
- Cohen & Steers Uk Limitedinvestment adviseryRAUM $5.4B
Advisers that list Cohen & Steers Capital Management Inc. as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| New York, Ny · principal | 22 | 8 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 169 to 180Oct 27, 2025 to Mar 30, 2026
- Advisory employees · 66 to 60Oct 27, 2025 to Mar 30, 2026
- BD registered reps · 132 to 127Oct 27, 2025 to Mar 30, 2026
- Charity clients · 12 to 11Oct 27, 2025 to Mar 30, 2026
- Pension plan clients · 21 to 26Oct 27, 2025 to Mar 30, 2026
- Pooled vehicle clients · 48 to 52Oct 27, 2025 to Mar 30, 2026
- Employees · 357 to 367Oct 27, 2025 to Mar 30, 2026
- State-registered IARs · 15 to 16Oct 27, 2025 to Mar 30, 2026
- Private funds · 8 to 9Oct 27, 2025 to Mar 30, 2026
- Discretionary RAUM · $81B to $86BOct 27, 2025 to Mar 30, 2026
- HNW RAUM · $20.3M to $21.7MOct 27, 2025 to Mar 30, 2026
- Pension RAUM · $1.9B to $3.0BOct 27, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $17B to $18BOct 27, 2025 to Mar 30, 2026
- RAUM · $81B to $86BOct 27, 2025 to Mar 30, 2026
- Wrap assets (manager) · $496M to $454MOct 27, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 30, 2025
- Accounts · 173 to 169Jan 24, 2025 to Mar 28, 2025
- Advisory employees · 64 to 66Jan 24, 2025 to Mar 28, 2025
- BD registered reps · 129 to 132Jan 24, 2025 to Mar 28, 2025
- Charity clients · 11 to 12Jan 24, 2025 to Mar 28, 2025
- Corporate clients · 10 to 8Jan 24, 2025 to Mar 28, 2025
- Pension plan clients · 20 to 21Jan 24, 2025 to Mar 28, 2025
- Pooled vehicle clients · 50 to 48Jan 24, 2025 to Mar 28, 2025
- Employees · 354 to 357Jan 24, 2025 to Mar 28, 2025
- State-registered IARs · 0 to 15Jan 24, 2025 to Mar 28, 2025
- Discretionary RAUM · $78B to $81BJan 24, 2025 to Mar 28, 2025
- HNW RAUM · $15.2M to $20.3MJan 24, 2025 to Mar 28, 2025
- Pension RAUM · $2.0B to $1.9BJan 24, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $17B to $17BJan 24, 2025 to Mar 28, 2025
- RAUM · $78B to $81BJan 24, 2025 to Mar 28, 2025
- Wrap assets (manager) · $352M to $496MJan 24, 2025 to Mar 28, 2025
- Accounts · 174 to 173Jan 9, 2024 to Mar 27, 2024
- Advisory employees · 68 to 64Jan 9, 2024 to Mar 27, 2024
- BD registered reps · 127 to 129Jan 9, 2024 to Mar 27, 2024
- Charity clients · 12 to 11Jan 9, 2024 to Mar 27, 2024
- Corporate clients · 8 to 10Jan 9, 2024 to Mar 27, 2024
- Pooled vehicle clients · 52 to 50Jan 9, 2024 to Mar 27, 2024
- Employees · 339 to 354Jan 9, 2024 to Mar 27, 2024
- Private funds · 7 to 8Jan 9, 2024 to Mar 27, 2024
- Discretionary RAUM · $76B to $78BJan 9, 2024 to Mar 27, 2024
Signals
7 dated events
- Brandon Berletti left Cohen & Steers Capital Management Inc. for J.P. Morgan Securities Llc (registered 2025-05-06)Apr 28, 2025 · Advisor changed firm · fact
- Cohen & Steers Capital Management Inc. reported 15 state-registered advisory representatives, up from 0 (2025-01-24 to 2025-03-28)Mar 28, 2025 · Advisor headcount change · derived
- Nicole Dimassa left Cohen & Steers Capital Management Inc. for Stifel, Nicolaus & Company, Incorporated (registered 2023-06-28)Jun 6, 2023 · Advisor changed firm · fact
- Robert Kenneth Kuberski left Cohen & Steers Capital Management Inc. for Mml Investors Services, Llc (registered 2024-07-17)Aug 1, 2022 · Advisor changed firm · fact
- Cohen & Steers Capital Management Inc. reported RAUM $100.7B, up 35% from $74.3B (2021-12-01 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Cohen & Steers Capital Management Inc. reported RAUM $67.9B, up 26% from $53.9B (2019-04-30 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Martin Cohen (Shareholder) no longer on Schedule A of Cohen & Steers Capital Management Inc. (listed 2019-04-30, absent 2020-03-27)Mar 27, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Cohen & Steers Capital Management Inc. · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cohen-&-steersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- cohenandsteers.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (212) 832-3232reportedpublic record, Form ADV, Jul 7, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $3.9Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Cohen & Steers Capital Management Inc. is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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