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CENTERSQUARE INVESTMENT MANAGEMENT LLC
CRD 290078File 801-111965
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$13.70B
Top 10% of cohort (national)
Discretionary AUM
$12.95B
Non-discretionary $746.0M
Clients
95
138 accounts
Employees
100
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 27, 2017
- Principal office
- EIGHT TOWER BRIDGE, 161 WASHINGTON STREET, 7TH FLOOR, CONSHOHOCKEN, PA, 19428
- Phone
- 610-834-9500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.70B
- Discretionary AUM
- $12.95B
- Non-discretionary AUM
- $746.0M
- Discretionary accounts
- 117
- Non-discretionary accounts
- 21
- Total accounts
- 138
- AUM per client
- $144.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $17.2M |
| Insurance companies | 3 | $495.6M |
| Investment companies | 6 | $1.66B |
| Charitable organizations | 3 | $480.2M |
| Other investment advisers | 2 | $125.1M |
| Pooled investment vehicles | 30 | $1.89B |
| Pension and profit sharing plans | 25 | $4.26B |
| State or municipal government entities | 24 | $4.62B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FEES BASED ON RENTAL INCOME GENERATED BY REAL ESTATE INVESTMENTS
- 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
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 101 | 95 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.