Cohen and Steers, Inc. is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Michigan and California (although they are present in other states as well).
Most Cohen and Steers, Inc. clients are health and welfare funds and hospitals with revenues ranging from $28 million to $402 million.
Previous legal names, trade names, or just variations of their name include: Cohen Steers.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Veterinary Medical Association (AVMA) | 501(c)(6) | Schaumburg, IL | ||
| 2 | Kansas City Art Institute (KCAI) | 501(c)(3) | Kansas City, MO | ||
| 3 | San Francisco Symphony (SFS) | 501(c)(3) | San Francisco, CA | ||
| 4 | North Central College | 501(c)(3) | Naperville, IL | ||
| 5 | Heluna Health Phfe (PHFE) | 501(c)(3) | City of Industry, CA | ||
| 6 | Carleton College | 501(c)(3) | Northfield, MN | ||
| 7 | Monongahela Valley Hospital (MVH) | 501(c)(3) | Monongahela, PA | ||
| 8 | Ithaka | 501(c)(3) | New York, NY | ||
| 9 | Minnesota Orchestral Association | 501(c)(3) | Minneapolis, MN | ||
| 10 | Faculty Physicians and Surgeons of LLUSM | 501(c)(3) | Loma Linda, CA | ||
| ... | and 29 more Cohen and Steers, Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Cohen and Steers, Inc. in the nonprofit sector include Merrill Lynch Life Agency, Advised Assets Group, LLC, CBIZ Retirement Plan Services, Morningstar Investment Management LLC, Morningstar, NFP Retirement Inc, Creative Planning, Fiduciary Investment Advisors, Transamerica, and Prime Buchholz and Associates.
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