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CENTERSQUARE INVESTMENT MANAGEMENT LLC
CRD 290078File 801-111965
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.CENTERSQUARE.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 101 | 95 | decreased by6 |
| Apr 1, 2026 | Employees | 101 | 100 | decreased by1 |
| Apr 1, 2026 | Clients | 107 | 101 | decreased by6 |
| Apr 1, 2026 | AUM | $13,424,841,442 | $13,695,107,341 | increased by$270,265,899 |
| Apr 1, 2026 | Accounts | 140 | 138 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 84 | 101 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 96 | 107 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $14,094,556,742 | $13,424,841,442 | decreased by$669,715,300 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 95 | 140 | increased by45 |
| Apr 1, 2022 | Employees | 78 | 84 | increased by6 |
| Apr 1, 2022 | Clients | 93 | 96 | increased by3 |
| Apr 1, 2022 | AUM | $10,176,893,178 | $14,094,556,742 | increased by$3,917,663,564 |
| Apr 1, 2022 | Accounts | 93 | 95 | increased by2 |
| 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 “CENTERSQUARE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CENTERSQUARE 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.