CENTERSQUARE INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2017

Total AUM

$13.7B

Discretionary

$12.9B

95% of AUM

Avg account

$99.2M

Accounts

138

Employees

100

Advisory reps

Firm details

Headquarters: CONSHOHOCKEN, Pennsylvania
CRD number: 290078
Registered since: October 27, 2017
Website: www.centersquare.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, CITI PRIVATE BANK, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: State / Municipal Government33.77%
Pension & Profit Sharing Plans31.08%
Pooled Investment Vehicles13.81%
Investment Companies12.11%
Insurance Companies3.62%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Centersquare Investment Management LLC operates as an institutional-focused investment adviser with an organizational form of an LLC and SEC registration dating to 2017. The firm is classified in the FINTRX data as a Real Estate Fund manager but delivers portfolio management across a range of client types, including individuals/small businesses, pooled vehicles, investment companies, and institutions. Its fee arrangements include asset-based fees, performance fees and other fee structures. Centersquare identifies as an active ESG investor and is involved as an adviser and sponsor; FINTRX notes the firm also acts as a GP and managing member of pooled investment vehicles. It is not listed as a capital allocator.