SEC-Registered Investment Adviser
Centersquare Investment Management LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 31, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- October 27, 2017
- Principal office
- Eight Tower Bridge, 161 Washington Street, 7th Floor, Conshohocken, PA 19428
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 4
- Website
- HTTP://WWW.CENTERSQUARE.COM
Scale
- Regulatory AUM
- $13.7B
- Discretionary / non-discretionary
- $12.9B / $746.0M
- Attributable to non-US clients
- $2.2B
- Accounts
- 138
- Clients
- 1
- Employees
- 100, 57 in advisory roles
- Private funds advised
- 19
- Private fund gross assets
- $1.1B
- Fund types
- 17 real estate funds, 2 other private funds
- Client assets in custody
- $1.8B (39 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients
- Compensated by
- a percentage of assets under management, performance-based fees and other
- Client types
- investment companies (6); pooled investment vehicles (30); pension and profit sharing plans (25); charitable organizations (3); state or municipal government entities (24); other investment advisers (2); insurance companies (3); corporations or other businesses (2); other (6)
- Related persons include
- another investment adviser and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 investment adviser
- Wrap fee program
- Sponsors or manages a wrap fee program
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 31, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.