AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $10.0 |
Non-Discretionary | $0.0 |
Total | $10.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $4.3 |
Institutional | $5.7 |
Total | $10.0 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $5.7 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $5.7 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 43% | $2.4 |
Cash | 0% | $0.0 |
Other | 57% | $3.2 |
Total | 100% | $5.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | $43.4 | 163590 | |
CBRE INVESTMENT MANAGEMENT, LLC | $18.1 | 109981 | |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $9.0 | 106256 | |
CBRE GLOBAL VALUE INVESTORS, LLC | $6.1 | 111590 | |
CBRE INVESTMENT MANAGEMENT FUND S.A R.L. | $0.0 | - | |
CBRE INVESTMENT MANAGEMENT (ASIA PACIFIC) PTE. LTD. | $0.0 | 284495 | |
CBRE INVESTMENT MANAGEMENT (KOREA) LIMITED | $0.0 | - | |
CBRE INVESTMENT MANAGEMENT (UK FUNDS) LIMITED | $0.0 | - | |
CBRE INVESTMENT MANAGEMENT AUSTRALIA PTY LIMITED | $0.0 | - | |
CBRE INVESTMENT MANAGEMENT (SHANGHAI) CO., LTD. | $0.0 | 163545 | |
CBRE, INC. | $0.0 | - | |
CBRE OVERSEAS INVESTMENT MANAGEMENT (SHANGHAI) CO., LTD. | $0.0 | - | |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS JAPAN K.K. | $0.0 | - | |
CBRE INVESTMENT MANAGEMENT JAPAN K.K. | $0.0 | - | |
CBRE INVESTMENT MANAGEMENT EMEA AIFM B.V. | $0.0 | - | |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS PTY. LTD. | $0.0 | - | |
CBRE EQUITY INVESTMENT MANAGEMENT (SHANGHAI) CO., LTD. | $0.0 | - | |
CBRE GLOBAL INFRASTRUCTURE GP INC. | $0.0 | - | |
CBRE CAPITAL ADVISORS, INC. | $0.0 | broker-dealer | 140565 |
CBRE INVESTMENT MANAGEMENT LUXEMBOURG AIFM S.A R.L. | $0.0 | 290000 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
20 active
Name | Title |
---|---|
DOWD, STEPHEN, DONALD | PRESIDENT, CHIEF INVESTMENT OFFICER & DIRECTOR |
DEBLOCK, JEFFREY, JAMES | VICE PRESIDENT |
PELLARIN, DENNIS, NMN | CHIEF OPERATING OFFICER, CHIEF FINANICAL OFFICER, DIRECTOR |
KOETTERING, ANDREAS, HERMANN | VICE PRESIDENT/DIRECTOR |
SPYRATOS, ALKINOI | VICE PRESIDENT |
POSEN, JACOB, DAVID | SECRETARY/CHIEF COMPLIANCE OFFICER |
ANDERSON, LEE, GEOFFREY GRANT | VICE-PRESIDENT |
CHAN, IRIS, SHUN YEE | VICE-PRESIDENT |
VALE, AARON, ZACHARIAH | VICE-PRESIDENT |
SHAW, ROBERT, WILLIAM | VICE PRESIDENT |
VIENS, NATHALIE, LISA | VICE PRESIDENT |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $10.0 | $0.0 | 0% | 71 | 0 | 0% |
2025-04-21 | $10.0 | $0.0 | 0% | 71 | 0 | 0% |
2024-04-02 | $8.6 | $1.4 | 17% | 74 | -3 | -4% |
2023-04-04 | $6.8 | $3.2 | 47% | 65 | 6 | 9% |
2022-04-01 | $4.7 | $5.3 | 115% | 60 | 11 | 18% |
2021-04-05 | $3.9 | $6.1 | 157% | 51 | 20 | 39% |
2020-04-01 | $3.7 | $6.3 | 173% | 48 | 23 | 48% |
2019-04-01 | $9.1 | $0.9 | 9% | 39 | 32 | 82% |
2018-04-02 | $7.6 | $2.4 | 32% | 37 | 34 | 92% |
2017-04-01 | $6.8 | $3.2 | 46% | 29 | 42 | 145% |
2016-04-01 | $5.0 | $5.0 | 101% | 21 | 50 | 238% |
2015-04-01 | $4.7 | $5.3 | 115% | 18 | 53 | 294% |
2014-04-01 | $4.6 | $5.4 | 117% | 16 | 55 | 344% |
2013-04-01 | $3.9 | $6.1 | 159% | 10 | 61 | 610% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV