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.

Advisor moves

Arrivals at Cohen & Steers Capital Management Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
John Robert StanleyFederated Securities Corp. no RAUMCohen & Steers Capital Management Inc. asset managerOtherJul 17, 2026Jul 8, 2026
Mitchell S. GilbertPgim Investments LLC asset managerCohen & Steers Capital Management Inc. asset managerOtherApr 23, 2026May 7, 2026
Christopher Milbourne SegoLazard Asset Management LLC otherCohen & Steers Capital Management Inc. asset managerOtherMar 17, 2026Apr 21, 2026 (35 d)
Megan Elizabeth VoetschLord, Abbett & Co. LLC asset managerCohen & Steers Capital Management Inc. asset managerOtherFeb 13, 2026Jul 30, 2026 (167 d)
Allan W HoustonMorgan Stanley wirehouseCohen & Steers Capital Management Inc. asset managerOtherFeb 2, 2026Feb 12, 2026
Michael A JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCohen & Steers Capital Management Inc. asset managerOtherDec 9, 2025Jan 5, 2026
Charles J MaschiPacer Advisors, Inc. asset managerCohen & Steers Capital Management Inc. asset managerOtherOct 8, 2025Nov 5, 2025
Tyler DubayPrincipal Asset Management otherCohen & Steers Capital Management Inc. asset managerOtherAug 13, 2025Aug 15, 2025
Paul Michael BernardiVoya Investment Management Co. LLC asset managerCohen & Steers Capital Management Inc. asset managerOtherJun 5, 2025Apr 22, 2026 (321 d)
Alec B ShermanMorgan Stanley wirehouseCohen & Steers Capital Management Inc. asset managerOtherApr 9, 2025Apr 11, 2025
Miles FinneganNuveen Asset Management, LLC mixed wealthCohen & Steers Capital Management Inc. asset managerOtherMar 7, 2025Apr 30, 2025 (54 d)
Daniel Arnot NoonanNuveen Asset Management, LLC mixed wealthCohen & Steers Capital Management Inc. asset managerOtherMay 7, 2024Jun 5, 2024
Christopher BerryJ.P. Morgan Securities LLC wirehouseCohen & Steers Capital Management Inc. asset managerOtherFeb 22, 2024Dec 9, 2024 (291 d)
Evan StolfaCharles Schwab & Co., Inc. national BDCohen & Steers Capital Management Inc. asset managerOtherMar 24, 2023Apr 25, 2023 (32 d)
Chloe R RogersMorgan Stanley wirehouseCohen & Steers Capital Management Inc. asset managerOtherDec 12, 2022Dec 12, 2022
Brandon BerlettiMorgan Stanley wirehouseCohen & Steers Capital Management Inc. asset managerOtherAug 30, 2022Aug 9, 2022
Charles D RenfroMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCohen & Steers Capital Management Inc. asset managerOtherJul 9, 2022Jul 29, 2022
Brian K CarlisleHartford Funds asset managerCohen & Steers Capital Management Inc. asset managerOtherJun 1, 2022Nov 27, 2024 (910 d)
Eric John KristensonCanby Financial Advisors unclassifiedCohen & Steers Capital Management Inc. asset managerOtherMay 2, 2022May 1, 2024 (730 d)
Michael Paul RomaPgim Investments LLC asset managerCohen & Steers Capital Management Inc. asset managerOtherDec 16, 2021Jan 7, 2022
Nicole DimassaLord, Abbett & Co. LLC asset managerCohen & Steers Capital Management Inc. asset managerOtherNov 8, 2021May 22, 2023 (560 d)
John Joseph BurkeAlliancebernstein L.P. otherCohen & Steers Capital Management Inc. asset managerOtherOct 18, 2021Oct 29, 2021
Brian Desmond QuinnGuggenheim Investments asset managerCohen & Steers Capital Management Inc. asset managerOtherMay 18, 2021Jul 22, 2022 (430 d)
Robert Kenneth KuberskiEaton Vance Management asset managerCohen & Steers Capital Management Inc. asset managerOtherMay 17, 2021Sep 13, 2021 (119 d)
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24 moves match.