Cbre Investment Management Listed Real Assets LLC

RIASEC RegisteredEst. 1995
Total AUM
$10.8B
Discretionary
$10.8B
100% of AUM
Avg account
$216M
Accounts
50
Employees
60
Advisory reps
7

Firm details

Headquarters
Radnor, Pennsylvania
CRD number
106256
Registered since
March 31, 1995
Custodians
J.P. MORGAN SECURITIES INC., CITI PRIVATE BANK, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies34.93%
  • State / Municipal Government21.58%
  • Pooled Investment Vehicles20.61%
  • Insurance Companies10.38%
  • Pension & Profit Sharing Plans7.56%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cbre Investment Management Listed Real Assets LLC is an institutional registered adviser that runs strategies focused on listed real assets and related equities. The firm has been SEC-registered since 1995 and serves institutional clients, managing portfolios for investment companies, pooled investment vehicles and businesses or institutions. Its fee arrangements include asset-based fees and performance-based fees. The adviser is not identified as an active ESG investor. Beyond portfolio management, the firm is affiliated with several industry roles: broker‑dealer activity, other investment-adviser functions, CPO/CTA roles, real estate brokerage, and sponsor/GP or managing‑member activity in pooled vehicles. Those affiliations suggest the organization participates across both public and private real‑asset markets and may act as or work with sponsors/GPs on pooled investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • Kenneth Weinberg

    Chief Investment OfficerCRD 4014327

  • Jonathan Blome

    Jonathan Blome

    Principal and Chief Financial OfficerCRD 5955572

  • Jeff Chang

    Jeff Chang

    Chief Compliance OfficerCRD 2870017

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Contacts

3 of 3
  • Joseph Smith

    Joseph Smith

    Senior Vice PresidentCRD 2627429

  • David Makowicz

    David Makowicz

    Managing DirectorCRD 4475217

  • Christopher Reich

    Christopher Reich

    Senior Portfolio Manager, Head of Quantitative ResearchCRD 4586175

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Radnor, PA

Delaware

Location

Radnor, PA

Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
555 E Lancaster Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth