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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 Aug 17, 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

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 typeClientsAUM
OtherFewer than 5$168.8M
Non-U.S. personsFewer than 5$249.0M
Insurance companiesFewer than 5$1.12B
Investment companies6$3.77B
Charitable organizations5$115.8M
Pooled investment vehicles13$2.23B
Pension and profit sharing plans5$816.6M
State or municipal government entities15$2.33B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.