Cook Street Consulting, Inc. (Greenwood Village)
Cook Street Consulting, Inc. is a large advisory firm based in Greenwood Village. It manages $2.8 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Colorado, Louisiana, New York, and Texas.
Cook Street Consulting provides portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Cook Street Consulting: assets under management
The assets under management (AUM) of Cook Street Consulting, Inc. is $2.8 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Cook Street Consulting, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Cook Street Consulting serves?
The only and largest group of clients of Cook Street Consulting is pension and profit sharing plans with 18 clients and $2.8 billion of assets under management. Among the 10 most similar advisory firms, Cook Street Consulting has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $2.8 billion for 18 clients. None of the firm’s clients are foreign persons or businesses.
Cook Street Consulting doesn't advise any private funds.
Careers at Cook Street Consulting, Inc.
The company employs 26 people that are either part- or full-time employees. 92 percent of the employees work as investment advisers or researchers. No 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 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.
Cook Street Consulting, Inc. is owned by Scott Michael Mcintosh. Patrick Joseph Smith joined the executive team most recently as the Owner / Managing Director / Chief Investment Officer.
Direct owners and executive officers
Based in Greenwood Village
The principal office where Cook Street Consulting, Inc. performs its advisory services is located at 5299 Dtc Blvd, Greenwood Village, CO 80111, 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 303-333-7770 or by fax 303-333-7771. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at cookstreetconsulting.com.
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