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CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
CRD 106256File 801-49083
APPROVED
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.80B
Top 10% of cohort (national)
Discretionary AUM
$10.80B
Clients
44
50 accounts
Employees
60
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 31, 1995
- Principal office
- 555 EAST LANCASTER AVENUE, SUITE 120, RADNOR, PA, 19087
- Phone
- 610-995-8900
- Website
- HTTPS://WWW.CBREIM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.80B
- Discretionary AUM
- $10.80B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 50
- Non-discretionary accounts
- 0
- Total accounts
- 50
- AUM per client
- $245.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $168.8M |
| Non-U.S. persons | Fewer than 5 | $249.0M |
| Insurance companies | Fewer than 5 | $1.12B |
| Investment companies | 6 | $3.77B |
| Charitable organizations | 5 | $115.8M |
| Pooled investment vehicles | 13 | $2.23B |
| Pension and profit sharing plans | 5 | $816.6M |
| State or municipal government entities | 15 | $2.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 61 | 60 | decreased by1 |
| Apr 1, 2026 | Clients | 49 | 44 | decreased by5 |
| Apr 1, 2026 | AUM | $8,971,391,447 | $10,800,860,665 | increased by$1,829,469,218 |
| Apr 1, 2026 | Accounts | 54 | 50 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 62 | 61 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 50 | 49 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $11,837,165,977 | $8,971,391,447 | decreased by$2,865,774,530 |
| Apr 1, 2022 | Clients | 41 | 50 | increased by9 |
| Apr 1, 2022 | AUM | $7,743,375,558 | $11,837,165,977 | increased by$4,093,790,419 |
| Apr 1, 2022 | Accounts | 50 | 54 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CBRE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CBRE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.