CBRE CAPITAL ADVISORS, INC.
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 140565
- Registered since
- October 5, 2006
- Website
- www.cbrecap.com
Firm profile
FINTRXOverview
Cbre Capital Advisors, Inc. is organized as a corporation and is classified in the FINTRX record as an investment bank. The firm is SEC-registered (registration year listed as 2006). Ownership is recorded as a combination of a domestic entity and an individual. The FINTRX profile flags the firm as not acting as a capital allocator and not an active ESG investor. It is also marked as not a multi-state adviser, even though office-location data indicates a presence across multiple states. The record does not provide detail on client segments, fee schedules, or specific advisory activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1BENJI BAER
Chief Marketing OfficerCRD 2200252
Contacts
3 of 55BAILEY PUNTERERI
Senior Managing DirectorCRD 6320471
MATTHEW WHITE
Senior Managing DirectorCRD 5014631
Daniel Butler
DirectorCRD 7565835
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2121 N Pearl St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
COMMERCE STREET CAPITAL, LLC
Broker-DealerDALLAS, TX
VALKYRIE EQUITIES CORPORATION
Broker-DealerDALLAS, TX
MOMENTUM INDEPENDENT NETWORK INC.
Broker-DealerDALLAS, TX
HILLTOP SECURITIES INC.
Broker-DealerDALLAS, TX
INSTITUTIONAL SECURITIES CORPORATION
Broker-DealerDALLAS, TX
NEXPOINT SECURITIES, INC.
Broker-DealerDALLAS, TX