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CS McKee

Full company profile

uuid000vpdi

Namestring
CS McKee
Legal namestring
CSM Advisors, LLC
Websiteurl
csmckee.com
Company typeenum
Private
Founded yearint
1931
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersWarrendale, United States
HQ citystring
Warrendale
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
institutional asset management, fixed income strategies, equity portfolio management, multi-asset investing, pension fund management
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Institutional Asset Management
Social media profiles1 record
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model1 record
1Asset Under Management (AUM) Fees
TypeSubscription Recurring
Description

Investment management fees calculated as a percentage of assets under management across fixed income, multi-asset, and equity strategies

csmckee.com
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

CS McKee is an institutional investment management firm managing approximately $13.54 billion in assets across three strategy categories: Fixed Income ($7.79B), Multi-Asset ($656M), and Equity ($5.09B). The firm delivers fundamentals-based active management with behavioral finance integration to pension funds, endowments, foundations, and other institutional investors through 13 fixed income, 2 multi-asset, and 8 equity strategies.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 3 values shown
  • $13.54 billion in assets under management across three strategy categories
+2 more records
Product overview1 text field

CS McKee is an institutional investment management firm offering a comprehensive suite of investment strategies across three main asset classes: Fixed Income, Multi-Asset, and Equity. The Fixed Income division manages $7.79 billion through 13 distinct strategies (Aggregate, Government, Government/Credit, duration-specific strategies, and Socially Responsible variants). The Multi-Asset division manages $656 million through proprietary actively managed ETF portfolios utilizing quantitative analysis centered on Sharpe Ratio optimization. The Equity division manages $5.09 billion across 8 strategies spanning Large Cap, All Cap, SMID Cap, Small Cap, and Micro Cap categories with both value and core approaches. All strategies are grounded in fundamentals-based investment processes with behavioral finance integration.

Product and service1 record
1Aggregate Fixed Income
Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
1North Square Investments / Foundry Partners
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2025-04-28
Description

North Square Investments, the parent company, completed acquisition of Foundry Partners which was merged into CS McKee. This integration combined Foundry Partners' capabilities with CS McKee's existing investment platform, strengthening the firm's overall investment capabilities and product offerings.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature4 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles15 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

CS McKee

Institutional Asset Managementcsmckee.com

CS McKee firmographics

Firmographics
Name
CS McKee
Legal name
CSM Advisors, LLC
Website
https://csmckee.com
Company type
Private
Founded year
1931
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

Where CS McKee is headquartered

Location

Headquarters

HQ city
Warrendale
HQ country
United States
HQ region
North America

Offices3 records

Markets served

CS McKee business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Asset Under Management (AUM) Fees: Investment management fees calculated as a percentage of assets under management across fixed income, multi-asset, and equity strategies

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

CS McKee product offering

Product offering

Core offering

CS McKee is an institutional investment management firm managing approximately $13.54 billion in assets across three strategy categories: Fixed Income ($7.79B), Multi-Asset ($656M), and Equity ($5.09B). The firm delivers fundamentals-based active management with behavioral finance integration to pension funds, endowments, foundations, and other institutional investors through 13 fixed income, 2 multi-asset, and 8 equity strategies.

Product overview

CS McKee is an institutional investment management firm offering a comprehensive suite of investment strategies across three main asset classes: Fixed Income, Multi-Asset, and Equity. The Fixed Income division manages $7.79 billion through 13 distinct strategies (Aggregate, Government, Government/Credit, duration-specific strategies, and Socially Responsible variants). The Multi-Asset division manages $656 million through proprietary actively managed ETF portfolios utilizing quantitative analysis centered on Sharpe Ratio optimization. The Equity division manages $5.09 billion across 8 strategies spanning Large Cap, All Cap, SMID Cap, Small Cap, and Micro Cap categories with both value and core approaches. All strategies are grounded in fundamentals-based investment processes with behavioral finance integration.

Differentiator

Problem solved

Functional benefit

Products and services

  • Aggregate Fixed Income

Quantifiable outcome

  • $13.54 billion in assets under management across three strategy categories
  • +2 more outcomes

Companies that use CS McKee

Customer profile

Named customers4 records

Segments3 records

Ideal customer profiles3 records

CS McKee technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature4 records

CS McKee partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • North Square Investments / Foundry PartnerscoreStrategic or Co-development Partner · 28 April 2025North Square Investments, the parent company, completed acquisition of Foundry Partners which was merged into CS McKee. This integration combined Foundry Partners' capabilities with CS McKee's existing investment platform, strengthening the firm's overall investment capabilities and product offerings.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

CS McKee competitors and assessment

Company assessment

Market position

Weaknesses5 records

Competitive moat4 records

Customer concentration

CS McKee social profiles

Digital presence

CS McKee financial estimates

Financial estimate

Revenue estimate

Valuation estimate

CS McKee leadership team

Management profile

Number of profiles

Profiles15 records

CS McKee subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

CS McKee funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

CS McKee M&A and investment

M&A and investment

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CS McKee

What does CS McKee do?

CS McKee is an institutional investment management firm managing approximately $13.54 billion in assets across three strategy categories: Fixed Income ($7.79B), Multi-Asset ($656M), and Equity ($5.09B). The firm delivers fundamentals-based active management with behavioral finance integration to pension funds, endowments, foundations, and other institutional investors through 13 fixed income, 2 multi-asset, and 8 equity strategies.

Is CS McKee a public or private company?

CS McKee is a private company. It is classified as corporate owned and is currently operating.

When was CS McKee founded?

CS McKee was founded in 1931. It employs 11 to 50 people.

Where is CS McKee based?

CS McKee is headquartered in Warrendale, United States, in the North America region.

How does CS McKee make money?

One revenue line is on record: asset Under Management (AUM) Fees.

Does CS McKee have an API?

No public API is recorded for CS McKee.

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Live signals
Stock TitanNorth Square launches large-cap equity ETFsNorth Square Investments, a division of Azimut NSI, has launched two actively managed large-cap equity ETFs on the NYSE: North Square Disciplined Value ETF (NSIV) and North Square Growth Opportunities ETF (NSIG), managed by teams from CS McKee. Azimut Group acquired North Square in early 2026 to form Azimut NSI, a $21 billion U.S. platform combining institutional investment management with retail distribution across three firms. The ETFs target U.S. large-cap value and growth segments, with NSIV's underlying strategy managing approximately $2 billion in assets.PR NewswireThandi Clements Joins CS McKee as Director, Distribution and Client ServiceThandi Clements has joined CS McKee as Director of Distribution and Client Service, based in Orange County, California. CS McKee announced the appointment, highlighting Thandi's extensive experience in client service and relationship management.PrwebNorth Square Investments Acquires Patterson Capital Corporation Through Its CS McKee AffiliateNorth Square Investments completed the acquisition of fixed income investment adviser Patterson Capital Corporation through its affiliate CS McKee. The transaction involves merging Patterson Capital into CS McKee, expanding North Square's capabilities in providing custom fixed income strategies to institutional clients.PR NewswireAdvisorShares Announces North Square Investments' Affiliate, CS McKee, as Sub-Advisor to ESG Core Bond ETF (Ticker: MENV) and Ultra-Low Duration Fixed Income ETF (Ticker: HOLD)AdvisorShares announced that CS McKee, an affiliate of North Square Investments, will assume sub-advisory responsibilities for two actively managed ETFs — the AdvisorShares FolioBeyond Smart Core Bond ETF (renamed to AdvisorShares North Square McKee ESG Core Bond ETF, ticker changing from FWDB to MENV) and the AdvisorShares Sage Core Reserves ETF (renamed to AdvisorShares North Square McKee Core Reserves ETF, ticker HOLD). Both funds, effective November 1, 2021, will operate under the North Square McKee brand, with CS McKee bringing approximately $8.2 billion in assets under management and its institutional fixed income portfolio management expertise. North Square CEO Mark Goodwin stated that the funds aim to serve investors seeking ESG bond and cash management solutions amid a low-yield fixed income environment.