Centersquare Investment Management LLC

RIASEC RegisteredEst. 2017

Total AUM

$13.7B

Discretionary

$12.9B

95% of AUM

Avg account

$99.2M

Accounts

138

Employees

100

Advisory reps

Firm details

Headquarters: Conshohocken, Pennsylvania
CRD number: 290078
Registered since: October 27, 2017
Website: www.centersquare.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, CITI PRIVATE BANK, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: State / Municipal Government33.77%
Pension & Profit Sharing Plans31.08%
Pooled Investment Vehicles13.81%
Investment Companies12.11%
Insurance Companies3.62%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Centersquare Investment Management LLC is an SEC-registered investment adviser organized as an LLC and classified in the data as a real estate fund manager. The firm serves primarily institutional clients and provides portfolio management across individual and pooled vehicles, investment companies, and business or institutional mandates. Its fee arrangements include percentage-of-AUM and performance-linked components, and the firm reports being an active ESG investor. Advisory activity spans both discretionary and non-discretionary management, and Centersquare is identified as an adviser and sponsor with roles as GP and managing member of pooled vehicles.