8-K
COHEN & STEERS, INC. (CNS)
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_____________________
FORM 8-K
_____________________
CURRENT REPORT
Pursuant to Section 13 or 15(d) of
The Securities Exchange Act of 1934
Date of report (Date of earliest event reported): March 10, 2025
_____________________
Cohen & Steers, Inc.
(Exact Name of Registrant as Specified in Charter)
_____________________
| Delaware | 001-32236 | 14-1904657 |
|---|---|---|
| (State or Other Jurisdiction<br>of Incorporation) | (Commission File Number) | (IRS Employer<br>Identification No.) |
1166 Avenue of the Americas
New York, NY 10036
(Address of principal executive offices and Zip Code)
(212) 832-3232
(Registrant's telephone number, including area code)
| _________________________________________<br><br>(Former name or former address, if changed since last report) |
|---|
________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
| Title of each class | Trading Symbol(s) | Name of each exchange on which registered |
|---|---|---|
| Common Stock, $0.01 par value | CNS | New York Stock Exchange |
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
On March 10, 2025, Daniel Charles provided notice to Cohen & Steers, Inc. (the “Company”) of his decision to retire from his positions as Executive Vice President and Head of Global Distribution, after nearly 6 years of service to the Company and a 37-year career in the asset management industry.
Mr. Charles and the Company have mutually agreed that he will remain with the Company in such positions for such time as the Company deems reasonably necessary to ensure an orderly transition of responsibilities.
Item 7.01 Regulation FD Disclosure.
A copy of the press release announcing Mr. Charles’ decision to retire from his executive positions at the Company is being furnished as Exhibit 99.1 to this Current Report on Form 8-K.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits. The exhibits listed on the exhibit index accompanying this Current Report on Form 8-K are furnished herewith.
| Exhibit No. | Description |
|---|---|
| 99.1 | Press release dated March 10, 2025 |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| Cohen & Steers, Inc.<br><br>(Registrant) | ||
|---|---|---|
| Date: March 10, 2025 | By: | /s/ Francis C. Poli |
| --- | --- | --- |
| Name: Francis C. Poli<br><br>Title: Executive Vice President, General Counsel and Secretary |
Document
Exhibit 99.1
Cohen & Steers, Inc.
1166 Avenue of the Americas
New York, NY 10036
212 832 3232
Contact:
Robert Klemens
Vice President
Communications
212 796 9377
Cohen & Steers Announces the Retirement of Daniel P. Charles, Head of Global Distribution
NEW YORK, March 10, 2025—Cohen & Steers, Inc. (NYSE: CNS) announced today that Daniel P. Charles, Executive Vice President and Head of Global Distribution, will retire after 37 years of sales leadership roles, including nearly the last six years at Cohen & Steers. Cohen & Steers has commenced a search for Mr. Charles’ successor.
As Head of Global Distribution, Mr. Charles oversees the firm’s global wealth, institutional sales and relationship management departments, as well as global marketing. His successes in the role include realigning U.S. distribution efforts to better address clients' needs for real assets and alternative investment solutions, and expanding the firm’s distribution across EMEA and APAC.
Mr. Charles will remain with the firm to help transition his responsibilities.
Joseph Harvey, Chief Executive Officer, said:
“Dan enhanced our distribution capabilities to help meet our clients’ needs while building and leading global sales teams, instilling a relationship culture, and expanding our marketing efforts. We thank Dan for his leadership and contributions to Cohen & Steers and wish him the best.”
About Cohen & Steers. Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore.
SOURCE: Cohen & Steers
CONTACT: Robert Klemens
Vice President, Communications
media@cohenandsteers.com
Website: https://www.cohenandsteers.com
Symbol: NYSE: CNS
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