Brian Carlisle
Brian Carlisle is a registered investment advisor at Cohen & Steers Capital Management INC., based in New York, NY, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 166 clients with $81B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cohen & Steers manages investments for institutional separate accounts, charging fees based on a percentage of the assets in each client's portfolio. In some cases, they may also receive a performance-based fee. The specific fees are negotiated with each client and can vary from the standard fees listed in the brochure. Cohen & Steers also provides investment advisory services to separately managed account programs, receiving a portion of the fee charged to participants by the program sponsor.
Location
1166 Avenue of the Americas, 30th Floor, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cohen & Steers Capital Management INC.
Cohen & Steers Securities, LLC
Cohen & Steers Securities, LLCBroker
Previous Registrations
Hartford Funds
Hartford Funds Distributors, LLCBroker
Guggenheim Investments
Guggenheim Funds Distributors, LLCBroker
Invesco Distributors, INC.Broker
Van Kampen Advisors INC
Van Kampen Funds INC.Broker
Alpha Equity Research, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations5 states
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