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David James Makowicz

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC·RADNOR, Pennsylvania
SIE, Series 7, Series 24, Series 63Clean recordCBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
555 EAST LANCASTER AVENUE, RADNOR, PA 19087CRD# 4475217Firm CRD# 106256

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David James Makowicz · RADNOR, PA
Registration
CRD #4475217 · CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
CRD 106256 · SEC 801-49083
AUM
$9.8B
Regulatory assets under management
Employees
64
57 client accounts
Services offered by CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC →
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Frequently Asked Questions

What services does David James Makowicz offer?
David James Makowicz specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RADNOR, Pennsylvania for a consultation.
What are David James Makowicz's credentials?
David James Makowicz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David James Makowicz located?
David James Makowicz is based in RADNOR, Pennsylvania, working with CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC. Their office serves clients in the RADNOR metropolitan area and surrounding communities.
How does David James Makowicz charge for services?
David James Makowicz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC?
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC has approximately 64 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Thomas Ritson Ferguson
RADNOR, PA
Jarrett Burt Kling
RADNOR, PA
Stephen David Burton
RADNOR, PA
Jeff Chenghsun Chang
RADNOR, PA
Steven Paul Sorenson
RADNOR, PA
Joseph Patrick Smith
RADNOR, PA

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