C.S. Mckee, L.P. (Pittsburgh)

Name: C.S. Mckee, L.P.
Address: One Gateway Center, Pittsburgh, PA, 15222
Telephone: 412-566-1234

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.

C.S. Mckee: assets under management

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 firm manages $9.69 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.28 million each.

Investments

The firm invests in government bonds the most. They account for 35% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 29% of the firm’s portfolio. Investments in other assets form 21% of the total invested assets.

Fees & Commissions

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.

What kind of clients Mark Richard Gensheimer serves?

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.

Careers at C.S. Mckee, L.P.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Joseph Andrews	Vice president	1 Apr 1983	Other	4603321
Lloyd F. Stamy	Senior vice president	1 Feb 1985	Other	4783164
Joseph Anthony Buongiorno	Senior vice president	1 Nov 1993	Other	1447365
Bryan Robert Johanson	Fixed income portfolio manager	1 Mar 1994	Other	4603293
Christy A. Brenza	Vice president	1 Oct 1994	Other	4783175
Christy S. Kosakowsky	Vice president	1 Oct 1994	Other	4783175
Christy Sue Kosakowsky	Vice president	1 Oct 1994	Other	4783175
Boyd M. Hanson	Vice president	1 Jul 1997	Other	4783159
Boyd Michael Hanson	Senior vice president	1 Jul 1997	Other	4783159
Jack Paul White	Fixed income portfolio manager	1 Sep 1997	Other	4783190
Jack P. White	Vice president	1 Sep 1997	Other	4783190
Brian Scott Allen	Fixed income portfolio manager	1 Apr 1999	Other	2476886
Suda Vatsan	Quantitative analyst	1 Dec 1999	Other	4783183
Robert Allan Mcgee	Equity portfolio manager	1 Oct 2000	Other	4603318
Boyd Michael Hanson	Marketing manager	1 Jan 2002	Other	4783159
Eugene Michael Natali	Ceo & general partner	1 Jan 2002	25% - 50%	852955
Gregory Mark Melvin	Exec vp, cio, & general partner	1 Jan 2002	25% - 50%	1332096
Ulf Arthur Skreppen	Chief compliance officer	1 Jan 2002	Other	4346924
Karen Ann Gray	Executive assistant	1 Jan 2002	Other	5124026
Lori Ann Bollman	Marketing assistant	1 Jan 2002	Other	5124050
Kenneth Edward Gotwald	Systems administrator	1 Jan 2002	Other	5124058
Terry Lynn Wolfe	Trader	1 Jan 2002	Other	5124065
Bridget Ellen Melvin	Limited partner	1 Jan 2002	Other	4338498
Patricia Regina Melvin	Limited partner	1 Jan 2002	Other	4337746
Danielle Jude Melvin	Limited partner	1 Jan 2002	Other	4338503
Janine Clare Melvin	Limited partner	1 Jan 2002	Other	4337751
John Christopher Melvin	Limited partner	1 Jan 2002	Other	4338477
Llc C.S. Mckee	General partner	1 Jan 2002	Other	25-1900689
Norman Sidney Allan	Exec vp member executive committee	1 Jan 2002	Other	1023568
Duane H. Towns	Treasurer	1 Jan 2002	Other	4346929
Ulf Skreppen	Operations manager	1 Jan 2002	Other	4346924
Eugene M. Natali	Sales representative	1 Jan 2002	Other	4783244
Deborah Lee Gavin	Office manager	1 Jan 2002	Other	5124028
Lori A. Bollman	Administrative assistant	1 Jan 2002	Other	5124050
Kenneth E. Gotwald	Systems administrator	1 Jan 2002	Other	5124058
Nikolay E. Kolev	Portfolio accountant	1 Jan 2002	Other	5124059
Phu Minh O	Investment analyst	1 Jan 2002	Other	3034370
Judith A. Stormer	Administrative assistant	1 Jan 2002	Other	5124061
Terry L. Wolfe	Trade settlement accountant	1 Jan 2002	Other	5124065
Casey Anne Melvin	Limited partner	1 Jan 2002	Other	4337736
Sharon L. Cowen	Administrative assistant	1 Jan 2002	Other	5124077
Ruth T. Miller	Client accounting manager	1 Jan 2002	Other	5124079
Ulf A. Skreppen	Chief compliance officer, operations manager	1 Jan 2002	Other	4346924
Judy A. Stormer	Assistant treasurer	1 Jan 2002	Other	5124061
Duane Howard Towns	Chief financial officer	1 Jan 2002	Other	4346929
Sharon Lynn Cowen	Administrative assistant	1 Jan 2002	Other	5124077
Nicholas A Navari	Vice president	1 Dec 2002	Other	2238754
Shawna M. Deville	Portfolio accountant	1 Nov 2004	Other	5124053
Mark Richard Gensheimer	Senior vice president	1 Jul 2005	Other	1029559
Gensheimer Family Trust	Limited partner	1 Jan 2007	Other	25-6715432
Mark Richard Gensheimer	President	1 Apr 2007	Other	1029559
Lp Edgewood Legacy	Limited partner	1 Sep 2007	Other	26-1125783
Lp Stamy Charitable Partners	Limited partner	1 Sep 2007	Other	26-1125863
Robert Michael Rossi	Marketing manager	1 Sep 2008	Other	2652604
Mary Jo Manning	Marketing assistant	1 Sep 2009	Other	5770079
Matthew Scott Wickline	Equity analyst	1 Sep 2009	Other	5770083
Shawna Marie Aufman	Equity portfolio manager	1 Sep 2009	Other	5124053
Soundar Nadarajan	Performance analyst	1 Sep 2009	Other	5771489
Leonard John Boss	Operations manager	1 Sep 2009	Other	5771491
Jeffrey Richard Davidek	Marketing manager	1 Sep 2009	Other	5771493
Theresa Marie Costanzo	Client accountant	1 Sep 2009	Other	5771515
Kelly Lynn Lesko	Controller	1 Sep 2009	Other	5771752
Eric Matthew Fencil	Operations assistant	1 Sep 2009	Other	5770081
Justin Robert Gurnick	Portfolio accountant	1 Sep 2009	Other	5771480
Edith Irene Bonim	Receptionist	1 Sep 2009	Other	5771487
Megan Elizabeth Smallhoover	Trade settlement assistant	1 Sep 2009	Other	5771495
Andrew Max Faderewski	Senior fixed income analyst	1 Dec 2009	Other	5771490
John Kosakowsky	Limited partner	1 Dec 2009	Other	5771484
Zachary Keith Hubert	Fixed income analyst	1 May 2010	Other	6045793
Courtney Marie Cowen	Limited partner	1 Jul 2010	Other	5903847
Madison Sue Cowen	Limited partner	1 Jul 2010	Other	5903854
Michael Pfohl Donnelly	Equity portfolio manager	1 Jan 2012	Other	1769305
Linda Ann Karhu	Client accountant	1 Mar 2012	Other	6168554
Shane Michael Nickolich	Client accountant	1 Apr 2012	Other	6168540
Suzy Lee Smith	Client accountant	1 Dec 2012	Other	6312160
Nancy Anne Banker	Marketing manager	1 Apr 2013	Other	1312234
Michael James Donnelly	Equity portfolio manager	1 Aug 2013	Other	1672600
Casey Anne Melvin	Limited partner	1 Jul 2018	Other	4337736

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Mark Richard Gensheimer	Trustee	1 Jan 2007	Other	1029559
Lloyd Franklin Stamy	Trustee for general partner	1 Sep 2007	Other	4783164
Lloyd Franklin Stamy	Trustee of 2007 irrevocable trust for caroline stamy	1 Sep 2009	Other	25-6907428

Based in Pittsburgh

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.