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 Uk Limited
Latest filing Mar 30, 2026
First filing on the tape Mar 30, 2012 · 34 filings
SEC status approved since Nov 27, 2006
RAUM
$5.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
21
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$5.4B as of Mar 30, 2026
Mar 30, 2012$2.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20120 then
Employees (5.A)21 as of Mar 30, 2026
Apr 1, 201311 then
Private funds: no history
RAUM +35% over the last fiscal year+11% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- $65.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 29%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +35%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.4B45%
- Investment companies$1.3B25%
- Pension and profit-sharing plans$758M14%
- Sovereign wealth funds$386M7.2%
- State and municipal entities$347M6.5%
- Charitable organizations$60.0M1.1%
- Other investment advisers$35.0M0.7%
- Corporations and businesses$16.6M0.3%
- Insurance companies$12.4M0.2%
- Banks and thrifts$88,6980.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 15reported
- Charitable clients
- n/areported
- Accounts
- 82reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.71 institutional_share=0.29 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Adnan Raja Dakkuri · Director, Chief Financial Officercontrolsince 08/2024 · owns less than 5%
- Casimir Francis Poli · Directorcontrolsince 06/2014 · owns less than 5%
- William Brian Heller · Chief Legal Officer And Secretarysince 09/2018 · owns less than 5%
- Natalie Okorie · Chief Compliance Officersince 03/2020 · owns less than 5%
- Susannah Pitura · Director, International Chief Operating Officersince 07/2023 · owns less than 5%
Entity owners
- Cohen & Steers, Inc. · Sole Shareholderdirect · owns 75% or more · public reporting company
Related persons
Schedule D 7.A
- Cohen & Steers Alternative Investments Partners, LLCpooled vehicle sponsorn
- Cohen & Steers Asia Limitedinvestment advisernRAUM $2.9B
- Cohen & Steers Capital Management Inc.investment adviserbankpooled vehicle sponsornRAUM $86B
- Cohen & Steers Global Realty Partners III, L.P.pooled vehicle sponsorn
- Cohen & Steers Ireland Limitedinvestment advisern
- Cohen & Steers Japan, Ltdinvestment advisern
- Cohen & Steers Real Estate Opportunities Fund Gp, LLCpooled vehicle sponsorn
- Cohen & Steers Securities, LLCbroker-dealern
- Cohen & Steers Singapore Private Limitedinvestment advisern
Advisers that list Cohen & Steers Uk Limited as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 76 to 82Oct 27, 2025 to Mar 30, 2026
- Pension plan clients · 13 to 15Oct 27, 2025 to Mar 30, 2026
- Pooled vehicle clients · 30 to 33Oct 27, 2025 to Mar 30, 2026
- Employees · 23 to 21Oct 27, 2025 to Mar 30, 2026
- Discretionary RAUM · $4.0B to $5.4BOct 27, 2025 to Mar 30, 2026
- Pension RAUM · $485M to $758MOct 27, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.7B to $2.4BOct 27, 2025 to Mar 30, 2026
- RAUM · $4.0B to $5.4BOct 27, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 30, 2025
- Accounts · 79 to 76Nov 14, 2024 to Mar 28, 2025
- Pension plan clients · 11 to 13Nov 14, 2024 to Mar 28, 2025
- Pooled vehicle clients · 33 to 30Nov 14, 2024 to Mar 28, 2025
- HQ state · unset to Nov 14, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.2B to $4.0BNov 14, 2024 to Mar 28, 2025
- Pension RAUM · $460M to $485MNov 14, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.6B to $1.7BNov 14, 2024 to Mar 28, 2025
- RAUM · $4.2B to $4.0BNov 14, 2024 to Mar 28, 2025
- Accounts · 78 to 79Jan 9, 2024 to Mar 27, 2024
- Advisory employees · 6 to 7Jan 9, 2024 to Mar 27, 2024
- Pension plan clients · 12 to 11Jan 9, 2024 to Mar 27, 2024
- Pooled vehicle clients · 32 to 33Jan 9, 2024 to Mar 27, 2024
- Employees · 20 to 23Jan 9, 2024 to Mar 27, 2024
- Discretionary RAUM · $3.9B to $4.2BJan 9, 2024 to Mar 27, 2024
- Pension RAUM · $493M to $460MJan 9, 2024 to Mar 27, 2024
- Pooled vehicle RAUM · $1.4B to $1.6BJan 9, 2024 to Mar 27, 2024
- RAUM · $3.9B to $4.2BJan 9, 2024 to Mar 27, 2024
- Pension plan clients · 14 to 12Mar 31, 2022 to Mar 30, 2023
- Pooled vehicle clients · 31 to 32Mar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $6.5B to $3.9BMar 31, 2022 to Mar 30, 2023
- Pension RAUM · $1.6B to $493MMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $2.1B to $1.4BMar 31, 2022 to Mar 30, 2023
- RAUM · $6.5B to $3.9BMar 31, 2022 to Mar 30, 2023
- Accounts · 72 to 78Dec 1, 2021 to Mar 31, 2022
- Advisory employees · 5 to 6Dec 1, 2021 to Mar 31, 2022
- Pooled vehicle clients · 32 to 31Dec 1, 2021 to Mar 31, 2022
- Employees · 17 to 20Dec 1, 2021 to Mar 31, 2022
- Discretionary RAUM · $5.7B to $6.5BDec 1, 2021 to Mar 31, 2022
- Pension RAUM · $1.5B to $1.6BDec 1, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $2.0B to $2.1BDec 1, 2021 to Mar 31, 2022
- RAUM · $5.7B to $6.5BDec 1, 2021 to Mar 31, 2022
Signals
7 dated events
- Cohen & Steers Uk Limited reported RAUM $5.4B, up 35% from $4.0B (2025-10-27 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Adnan Raja Dakkuri (Director, Chief Financial Officer) appeared on Schedule A of Cohen & Steers Uk LimitedSep 11, 2024 · Control person joined · fact
- Scott Matthew Stadler (Director, Chief Financial Officer) no longer on Schedule A of Cohen & Steers Uk Limited (listed 2024-05-31, absent 2024-09-11)Sep 11, 2024 · Control person left · inference
- Cohen & Steers Uk Limited reported RAUM $3.9B, down 40% from $6.5B (2022-03-31 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Martin Cohen (Shareholder) no longer on Schedule A of Cohen & Steers Uk Limited (listed 2019-04-01, absent 2020-03-27)Mar 27, 2020 · Control person left · inference
- Hamilton Robert Steers (Shareholder) no longer on Schedule A of Cohen & Steers Uk Limited (listed 2019-04-01, absent 2020-03-27)Mar 27, 2020 · Control person left · inference
- Cohen & Steers Uk Limited reported RAUM $5.5B, up 42% from $3.9B (2017-04-30 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cohen-&-steersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- cohenandsteers.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 44 (207) 460-6350reportedpublic record, Form ADV, Mar 30, 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026