Centersquare Investment Management LLC is a large advisory firm based in Plymouth Meeting. It manages $8.82 billion of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, New York, Pennsylvania, Texas, and Washington.
Centersquare Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Centersquare Investment Management LLC is $8.82 billion. The firm's AUM has gone down by -7% since the beginning of its operation, and $913.44 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Centersquare Investment Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Centersquare Investment Management is state or municipal government entities with 18 clients and $3.19 billion of assets under management. Among the 7 most similar advisory firms, Centersquare Investment Management has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $8.69 billion for 72 clients. 11% of the firm’s clients are foreign persons or businesses.
Centersquare Investment Management also advises several private funds. Namely, two real estate funds and one other private fund. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $10,000,000.
The company employs 72 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Centersquare Investment Management LLC performs its advisory services is located at 630 West Germantown Pike, Plymouth Meeting, PA 19462, which is also the mailing address of the firm. An additional office of the firm is in Newport Beach, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-834-9500 or by fax 610-834-9505. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at centersquare.com.