CS McKee
- Company typePrivate
- Founded1931
- HeadquartersWarrendale, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
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
LocationHeadquarters
- 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
- 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 offeringCore 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 profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
CS McKee technology and API
TechnologyTechnology 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 signalPartnerships
One partnership is on record.
- North Square Investments / Foundry PartnerscoreNorth 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 assessmentMarket position
Weaknesses5 records
Competitive moat4 records
Customer concentration
CS McKee social profiles
Digital presenceCS McKee financial estimates
Financial estimateRevenue estimate
Valuation estimate
CS McKee leadership team
Management profileNumber of profiles
Profiles15 records
CS McKee subsidiaries and ownership
Company hierarchySubsidiaries1 record
CS McKee funding detail
Funding detailFunding 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 investmentM&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.