CBRE CAPITAL ADVISORS, INC.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
56
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
140565
Registered since
October 5, 2006

Firm profile

FINTRX

Overview

Cbre Capital Advisors, Inc. is organized as a corporation and is classified in the FINTRX record as an investment bank. The firm is SEC-registered (registration year listed as 2006). Ownership is recorded as a combination of a domestic entity and an individual. The FINTRX profile flags the firm as not acting as a capital allocator and not an active ESG investor. It is also marked as not a multi-state adviser, even though office-location data indicates a presence across multiple states. The record does not provide detail on client segments, fee schedules, or specific advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • BENJI BAER

    Chief Marketing OfficerCRD 2200252

Contacts

3 of 55
  • BAILEY PUNTERERI

    Senior Managing DirectorCRD 6320471

  • MATTHEW WHITE

    Senior Managing DirectorCRD 5014631

  • Daniel Butler

    DirectorCRD 7565835

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
2121 N Pearl St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth