Cohen & Steers Asia Limited (Central)


Cohen & Steers Asia Limited is a large advisory firm based in Central. It manages $3.57 billion of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2006.

Cohen & Steers Asia Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio consulting svcs, index maintenance svcs. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cohen & Steers Asia Limited: assets under management

The assets under management (AUM) of Cohen & Steers Asia Limited is $3.57 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 224% since the beginning of its operation, and $2.09 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $3.57 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $72.79 million each.

Investments

The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cohen & Steers Asia Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Francis Casimir Poli serves?

The firm provides services to investment companies, pooled investment vehicles, corporations or other businesses, and state or municipal government entities. The largest group of clients of Francis Casimir Poli is pooled investment vehicles with 22 clients and $1.33 billion of assets under management. Among the 9 most similar advisory firms, Cohen & Steers Asia Limited has the 5th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.11 billion for 44 clients. 59% of the firm’s clients are foreign persons or businesses.

Cohen & Steers Asia Limited doesn't advise any private funds.

Careers at Cohen & Steers Asia Limited

The company employs 16 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Francis Casimir Poli has been acting as President since 1 Apr 2014. Matthew Scott Stadler joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Inc. Cohen & Steers Capital Management Shareholder 1 Mar 2005 75% - 100% 106266
Lisa Donoghue Phelan Chief compliance officer 1 Mar 2005 Other 2562069
Martin Cohen Executive director 1 Mar 2005 Other 1057172
Robert Hamilton Steers Executive director 1 Mar 2005 Other 1025045
Joseph Martin Harvey Executive director 1 Mar 2005 Other 2531649
Yatming Cheung Executive director 1 May 2005 Other 3071569
Inc. Cohen & Steers Capital Management Shareholder 1 Aug 2005 75% - 100% 106266
Stephen Desmond Kenneally Executive director and responsible officer 1 Jun 2007 Other 4751558
Francis Casimir Poli Director 1 Apr 2014 Other 1628917
Matthew Scott Stadler Director 1 Apr 2014 Other 2306260
Luke Joseph Sullivan Responsible officer 1 Apr 2014 Other 4801327
Wai Lim Leung Responsible officer 1 Apr 2014 Other 6432924
Hin Fai Lam Responsible officer 1 Apr 2014 Other 6432927
Chi Yeung Ko Responsible officer 1 Apr 2014 Other 6432929

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. Cohen & Steers Sole shareholder 1 Aug 2004 75% - 100% 14-1904657

Based in Central

The principal office where Cohen & Steers Asia Limited performs its advisory services is located at 1201 02 Champion Tower, Central, , which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 852-3667-0081 or by fax 852-2509-4069. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at cohenandsteers.com.