CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED

RIASEC RegisteredEst. 2014

Total AUM

$50.4B

Discretionary

$45.4B

90% of AUM

Avg account

$663M

Accounts

Employees

122

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 163590
Registered since: October 23, 2014
Website: www.cbreim.com
Custodians: ALTER DOMUS, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: State / Municipal Government34.42%
Pooled Investment Vehicles25.86%
Pension & Profit Sharing Plans21.25%
Insurance Companies18.47%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

CBRE Investment Management Indirect Limited is structured as a real estate–focused investment adviser that primarily serves institutional clients. Registered with the SEC in 2014, the entity operates as a foreign/individual-owned organization and concentrates on managing pooled investment vehicles and portfolios for businesses or institutional investors. The firm combines traditional percentage-of-AUM billing with fixed and performance-based fee arrangements. The adviser reports active engagement with ESG considerations. It also carries several industry roles beyond advisory work, including affiliations as a broker-dealer, an additional investment adviser vehicle, a real estate broker, and sponsor/GP/managing member roles for pooled investment vehicles. That mix signals a business model built around managing and sponsoring real estate funds while providing ancillary execution and structuring capabilities.