C.S. Mckee, L.P. is a large advisory firm based in Pittsburgh. It manages $9.69 billion of regulatory assets for 320 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
C.S. Mckee provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of C.S. Mckee, L.P. is $9.69 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 396% since the beginning of its operation, and $214.35 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay C.S. Mckee, L.P. for their services and products based on a percentage of assets under management. 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.
The firm provides services to insurance companies, investment companies, charitable organizations, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Mark Richard Gensheimer is state or municipal government entities with 131 clients and $4.65 billion of assets under management. Among the 9 most similar advisory firms, C.S. Mckee has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $9.34 billion for 304 clients. 1% of the firm’s clients are foreign persons or businesses.
C.S. Mckee doesn't advise any private funds.
The company employs 37 people that are either part- or full-time employees. 30 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mark Richard Gensheimer has been acting as President since 1 Apr 2007. Casey Anne Melvin joined the executive team most recently as the Limited Partner.
The principal office where C.S. Mckee, L.P. performs its advisory services is located at One Gateway Center, Pittsburgh, PA 15222, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 412-566-1234 or by fax 412-566-1557. The normal business hours are 8:30 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at csmckee.com.