Cbre Clarion Securities is a fund manager in Radnor with $10.05 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Clarion Cra Securities, Cra Real Estate Securities LP, Ing Clarion Real Estate Securities LLC, Ing Clarion Real Estate Securities/n L.P.
SEC CIK
IRS number
232802869
SEC advisor number
801-49083
FINRA CRD number
106256
AUM ?
$10.05 bn
(as of 18 Apr 23)
Accounts
61
(as of 18 Apr 23)
Employees
65
(30 investment advisory or research)
Address
Cbre Clarion Securities
201 KING OF PRUSSIA RD
SUITE 600
RADNOR
PA 19087
201 KING OF PRUSSIA RD
SUITE 600
RADNOR
PA 19087
Office hours
Monday - Friday, 8:30 AM - 5:30 PM
Phone
6109952500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Smith, Joseph, Patrick | President / Chief Investment Officer - Listed Real Assets | 08/2001 | < 5% |
Makowicz, David, James | Head of Investor Solutions | 07/2006 | < 5% |
Cbre Clarion Rei Holding, Inc. | Shareholder | 11/1998 | > 75% |
Cbre Investment Management Listed Real Assets Holdings LLC | Member | 07/2011 | > 75% |
Cbre Clarion Cra Holdings, Inc. | Member | 07/2011 | > 75% |
Cbre, Inc. | Shareholder | 07/2011 | > 75% |
CB/TCC, LLC | Shareholder | 07/2007 | > 75% |
Cbre Services, Inc. | Member | 07/2001 | > 75% |
Cbre Group, Inc. | Shareholder | 02/2001 | > 75% |
Blome, Jonathan, a | Chief Financial Officer / Chief Operating Officer | 01/2011 | < 5% |
Anagnos, Jeremy, Michael | Chief Investment Officer - Infrastructure | 01/2016 | < 5% |
Reich, Christopher, S. | Portfolio Manager / Head of Quantitative Research | 12/2018 | < 5% |
Chang, Jeff, Chenghsun | Chief Compliance Officer | 01/2023 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Cbre Investment Management Listed Real Assets LLC | $10.05 bn | |
Cbre Listed Real Assets Fund, LP | $4.72 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
3
MainStay CBRE Global Infrastructure Megatrends Fund
17 Nov 21