Cook Street Consulting
Financial Services • 
Greenwood Village, Colorado, United States • 21-50 Employees
Company overview
| Headquarters | 5299 DTC Boulevard, Suite 1000, Greenwood Village, Colorado 80111, US |
| Phone number | +13033337770 |
| Website | |
| NAICS | 52 |
| Keywords | Investment Consulting, Independent Fiduciary, Pension And Retirement Plan Consulting |
| Founded | 1999 |
| Employees | 21-50 |
| Socials |
Key Contacts at Cook Street Consulting
Sean Waters
Co-Founder, Managing Director
Karen Robinson
Co-Founder, Managing Director
James Russell
Director Of Business Development
Cook Street Consulting Email Formats
Cook Street Consulting uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@cookstreetconsulting.com), used 58.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cookstreetconsulting.com | 58.8% |
{first initial}.{last name} | j.doe@cookstreetconsulting.com | 17.6% |
{last name}{last name} | doedoe@cookstreetconsulting.com | 11.8% |
{first name}.{last name} | john.doe@cookstreetconsulting.com | 5.9% |
{first name}{last name} | johndoe@cookstreetconsulting.com | 5.9% |
About Cook Street Consulting
Cook Street has been providing investment advisory and fiduciary services to clients since 1999. We partner with corporate, non-profit, and governmental clients in the United States and Canada to form cost-effective, fiduciarily sound, and high-performing relationships for over $130 billion in institutional assets and 1.3 million participants and beneficiaries.* We understand each client relationship as a fiduciary partnership where we stand in a position of trust, confidence, and legal responsibility for our clients' assets. Whether it's crafting an investment policy statement, designing an investment portfolio, providing continuing fiduciary education, performing investment due diligence, or running a vendor request for proposal, we provide a full spectrum of investment advisory and fiduciary services to institutional clients such as retirement plan sponsors, foundations, endowments, and corporate treasury departments. We acknowledge our fiduciary status in writing and act in a discretionary or non-discretionary manner. We use effective and prudent processes while providing our services, and we focus on four key commitments beginning day one of our engagement: plan/portfolio optimization; liability reduction; fee and provider management; and decreased client workload. With over 100 years of combined industry experience including portfolio management, investment banking, and venture capital, our consultants' expertise forms the core of our service offering. Their collective experience places them in a unique position to serve our clients not only as consultants but as fiduciary educators. Over 80% of our consultants have obtained the Chartered Financial Analyst® designation. Cook Street is a separate business unit within Morgan Stanley Institutional Investment Advisors, LLC. *Includes AUA and AUM. Counts are estimates as of 12/31/24 or the most recently available (e.g. from a Form 5500) and may include clients who hired Cook Street after that date.
Cook Street Consulting revenue & valuation
| Annual revenue | $12,100,000 |
| Revenue per employee | $466,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $38,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Cook Street Consulting has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Cook Street Consulting has never raised funding before.
Cook Street Consulting Tech Stack
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