CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

RADNOR, Pennsylvania·7 registered advisors·CRD# 106256
SEC# 801-490833610-995-8900
01

Firm Overview

AUM
$9.8B
Regulatory assets under management
Employees
64
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

7 registered advisors
David James Makowicz
RADNOR, Pennsylvania
Jarrett Burt Kling
RADNOR, Pennsylvania
Jeff Chenghsun Chang
RADNOR, Pennsylvania
Joseph Patrick Smith
RADNOR, Pennsylvania
Stephen David Burton
RADNOR, Pennsylvania
Steven Paul Sorenson
RADNOR, Pennsylvania
Thomas Ritson Ferguson
RADNOR, Pennsylvania
05

Office Locations

RADNOR, Pennsylvania
7 advisors

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Data sourced from SEC Form ADV filings. CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC (CRD# 106256) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.