Cbre Investment Management
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Learn more about Cbre Investment Management
Overview
Cbre Investment Management operates as a financial advisor company headquartered in New York, New York. It controls $17.8 billion in assets over 11 client accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). The firm has a large team, including 123 financial advisors. Cbre Investment Management does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like options, stocks and bonds.
Cbre Investment Management administers all of its accounts in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make transaction judgments for the client's account without requiring client approval. The firm's typical account size is $1.6 billion. An average financial advisor at Cbre Investment Management administers fewer than one client account, making it one of the most individualized firms in the country.
Cbre Investment Management's central office is located at 200 Park Avenue, New York, New York 10166. The firm is legally allowed to provide services to customers across 5 states, including California, Georgia, Massachusetts, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cbre Investment Management by the Numbers
$17.8 billion
201
11
$1.6 billion
Fee Structure
Fees for financial advisory services typically depend on which services the firm provides the client. However, fee types charged by the company can include the following fee types: asset-based, performance-based or other. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It provides services to pooled investment vehicles and state or municipal government entities. Out of its 11 customers, Cbre Investment Management's biggest client group by number of accounts is pooled investment vehicles. About 17% of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cbre Investment Management does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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