Cbre Investment Management Listed Real Assets LLC
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Learn more about Cbre Investment Management Listed Real Assets LLC
Overview
Cbre Investment Management Listed Real Assets LLC operates as a financial advisor company based in Wayne, Pennsylvania. The firm controls $10.1 billion in assets under management throughout 61 client accounts, making it one of the largest financial advisory firms in the United States by assets under management (AUM). The firm has an average-sized team, including 30 financial advisors. Cbre Investment Management Listed Real Assets LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as equities, bonds and options.
Cbre Investment Management Listed Real Assets LLC administers more than half of its client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell judgments without requiring the customer's approval. The company also oversees eight non-discretionary accounts with a total of $183.4 million in AUM. The company's average account size is $164.8 million. An average financial advisor at Cbre Investment Management Listed Real Assets LLC manages around two client accounts, placing it among the most individualized firms in the country.
The firm's headquarters is located at 555 East Lancaster Avenue, Wayne, Pennsylvania 19087. The company is allowed to serve clients in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cbre Investment Management Listed Real Assets LLC by the Numbers
$10.1 billion
65
61
$164.8 million
Fee Structure
Fees charged by financial advisors vary depending on the services provided. However, fee types charged by the firm most likely are comprised of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with a broad range of investors. The company provides services to investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities and other. Out of its 61 customers, Cbre Investment Management Listed Real Assets LLC's biggest client group is state or municipal government entities. Around 55% of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 89.29%
- Charitable Organizations - 10.71%
* 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 Listed Real Assets LLC does not have any disclosures.
Please visit its Form ADV for more details.
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