Cbre Global Value Investors, LLC
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Overview
Cbre Global Value Investors, LLC operates as a financial advisor company that has its headquarters in New York, New York. The company handles $7.1 billion in assets over 10 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). Cbre Global Value Investors, LLC has a large group, including 123 financial advisors. Cbre Global Value Investors, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal investments like options, stocks and bonds.
Cbre Global Value Investors, LLC manages all of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by a portfolio manager without needing to seek the customer's approval. The investment advisory firm's average account size is $707.6 million. An average advisor at Cbre Global Value Investors, LLC oversees fewer than one client account, placing it among the most personalized firms in the country.
The firm's central office is at 200 Park Avenue, New York, New York 10166. The firm is legally allowed to provide services to clients throughout a number of states, including California, Georgia, Massachusetts, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cbre Global Value Investors, LLC by the Numbers
$7.1 billion
201
10
$707.6 million
Fee Structure
Fees charged by financial advisors usually vary depending on the type of financial services offered. Fee types charged by Cbre Global Value Investors, LLC can include the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
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
Cbre Global Value Investors, LLC caters to pooled investment vehicles. Out of its 10 customers, Cbre Global Value Investors, LLC's largest client type is pooled investment vehicles. None of its clients are represented by non-U.S. persons.
- 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 Global Value Investors, LLC 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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