Cbre Investment Management Listed Real Assets LLC
Firm details
- Headquarters
- Radnor, Pennsylvania
- CRD number
- 106256
- Registered since
- March 31, 1995
- Website
- www.cbreim.com
- Custodians
- J.P. MORGAN SECURITIES INC., CITI PRIVATE BANK, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies34.93%
- State / Municipal Government21.58%
- Pooled Investment Vehicles20.61%
- Insurance Companies10.38%
- Pension & Profit Sharing Plans7.56%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cbre Investment Management Listed Real Assets LLC is an institutional registered adviser that runs strategies focused on listed real assets and related equities. The firm has been SEC-registered since 1995 and serves institutional clients, managing portfolios for investment companies, pooled investment vehicles and businesses or institutions. Its fee arrangements include asset-based fees and performance-based fees. The adviser is not identified as an active ESG investor. Beyond portfolio management, the firm is affiliated with several industry roles: broker‑dealer activity, other investment-adviser functions, CPO/CTA roles, real estate brokerage, and sponsor/GP or managing‑member activity in pooled vehicles. Those affiliations suggest the organization participates across both public and private real‑asset markets and may act as or work with sponsors/GPs on pooled investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4Kenneth Weinberg
Chief Investment OfficerCRD 4014327

Jonathan Blome
Principal and Chief Financial OfficerCRD 5955572

Jeff Chang
Chief Compliance OfficerCRD 2870017
Contacts
3 of 3
Joseph Smith
Senior Vice PresidentCRD 2627429
David Makowicz
Managing DirectorCRD 4475217

Christopher Reich
Senior Portfolio Manager, Head of Quantitative ResearchCRD 4586175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Radnor, PA
Delaware
Location
Radnor, PA
Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 555 E Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
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