CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

RIASEC RegisteredEst. 1995

Total AUM

$10.8B

Discretionary

$10.8B

100% of AUM

Avg account

$216M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Cbre Investment Management Listed Real Assets LLC is an institutional-focused advisory vehicle that concentrates on publicly traded real asset exposure and related pooled vehicles. The firm acts as a portfolio manager for investment companies, pooled investment vehicles and for businesses or institutions, and it charges a combination of AUM-based and performance fees. The adviser is organized as an LLC, has been SEC-registered since 1995, and is not positioned as an active ESG investor nor a multi-state or newly formed adviser. The firm also holds several industry roles beyond investment advisory, including broker-dealer relationships, real estate brokerage activity, commodity pool/CTA affiliations, and sponsor or GP roles for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Cash & Cash Equivalents1%

Owners & executives

3 of 4

KENNETH WEINBERG
Chief Investment OfficerCRD 4014327
JONATHAN BLOME
Principal and Chief Financial OfficerCRD 5955572
JEFF CHANG
Chief Compliance OfficerCRD 2870017

Unlock 1 more executives →

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