CenterSquare Investment Management LLC

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CenterSquare Investment Management LLC ✚
CRD #	290078
SEC #	801-111965
CIK #	0001725296, 0001107213
AUM	13.70 B (2026-03-31)
Employees	100 (57% Investors, 7% Brokers)
Fees
Minimum
Phone	610-834-9500
Address	Eight Tower Bridge Conshohocken, PA 19428
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($B)
	Health Care REIT Inc /DE/	1.0
	AMB Property Corp	0.8
	Equinix Inc	0.8
	Digital Realty Trust Inc	0.6
	Ventas Inc	0.5
	Extra Space Storage Inc	0.3
	Public Storage	0.3
	Brixmor Property Group Inc	0.3
	UDR Inc	0.3
	Simon Property Group Inc /DE/	0.3
View All

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold	AUM
RE	CenterSquare Value-Added Fund VI LP	[2024-12-26]	110.3 M	78.6 M
	Filed 2025-07-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE	CSIM Aligned Investment LP	[2024-12-26]	65.7 M	295.0 M
	Filed 2024-04-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	RCGL D7 Lake Walk Co-Invest LP	[2024-12-26]	4.0 M	4.8 M
	Filed 2024-05-31 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	RCG D7 HA Co-Invest LP	[2024-03-30]	4.0 M	13.4 M
	Filed 2024-01-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	RCGL D7 TLR Co-Invest LP	2024-03-30		41.3 M
RE	CenterSquare SFR Fund V Co-Invest LP	[2023-03-31]	6.6 M	49.1 M
	Filed 2020-01-27 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	RCG D7 RH Co-Invest LP	2023-03-31		32.9 M
RE	CSIM V HCP Co-Invest LP	[2022-03-31]	6.6 M	4.3 M
	Filed 2020-01-27 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	RCG Longview CenterSquare Offshore Debt Fund VII LP	[2022-03-31]	30.2 M	39.5 M
	Filed 2023-08-31 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(6), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $386,295 · Net Assets Decline to Disclose
RE	CSIM IV 69 GMR Co-Investment LP	[2021-04-30]	6.6 M	0.8 M
	Filed 2020-01-27 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	RCG Longview CenterSquare Debt Fund VII LP	[2021-03-31]	116.1 M	153.3 M
	Filed 2023-08-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $236,295 · Net Assets Decline to Disclose
RE	CenterSquare Value-Added Fund V LP	[2020-12-23]	160.6 M	191.0 M
	Filed 2022-10-07 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	RCG Des Plaines Investor LP	[2020-03-30]	10.4 M	22.3 M
	Filed 2020-03-26 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	RCG LPP3 1760 Co-Invest LP	[2019-05-28]		0.9 M
	Filed 2019-02-14 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	CenterSquare Value-Added Fund IV LP	[2019-03-29]	121.8 M	0.4 M
	Filed 2019-03-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE	RCG Longview Principal Partners III LP	[2018-05-25]	72.9 M	9.3 M
	Filed 2018-04-12 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(6), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	RCG MFI Chapins Co-Invest LP	[2018-05-25]	3.8 M	3.9 M
	Filed 2018-03-07 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	CenterSquare Value-Added Fund III LP	[2018-01-11]	145.7 M	4.0 M
	Filed 2016-03-16 (D/A) · Exemption 506(c) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	RCG Longview 680 Co Invest LP	[2017-11-27]		0.1 M
	Filed 2017-08-09 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	RCG Longview Debt Fund VI LP	[2017-03-30]	140.0 M	38.6 M
	Filed 2017-02-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	RCG Longview Debt Offshore Fund VI LP	[2017-03-30]	45.1 M	14.9 M
	Filed 2017-02-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	RCG Longview Multifamily Income Fund LP	[2017-02-27]	61.3 M	37.0 M
	Filed 2016-12-27 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(6), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	RCG Flats LLC	[2016-08-25]	8.8 M	0.3 M
	Filed 2016-06-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,724 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE	RCG Longview Principal Partners II LP	[2015-05-27]	59.4 M	9.9 M
	Filed 2015-02-26 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(6), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
Other	CenterSquare Global Real Estate Securities Fund LP	[2012-03-30]	373.7 M	143.2 M
	Filed 2022-04-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Revenue $5,000,001 - $25,000,000

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	6	1.7
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	30	1.9
(g) Pension and profit sharing plans	25	4.3
(h) Charitable organizations	3	0.5
(i) State or municipal government entities	24	4.6
(j) Other investment advisers	2	0.1
(k) Insurance companies	3	0.5
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	2	0.0
(n) Other	6	0.1
Total	138	13.7
By Discretionary
Discretionary	117	12.9
Non-Discretionary	21	0.7
Total	138	13.7
By Non-United States Persons
Non-United States Persons		2.2
United States Persons		11.5
Total	138	13.7

Limited Partners	2011 - 2026
Kansas Public Employees Retirement System
Massachusetts Pension Reserves Investment Management
State Teachers Retirement System of Ohio
Teachers' Retirement System of the City of New York

Form D Directors	Role	# Filings	# Firms
Kevin Robinson	Executive Officer	17	3
Michael Boxer	Executive Officer	14	3
David Rabin	Executive Officer	15	2
E Briddell	Executive Officer	10	2
General Partner Rcgl Csim Debt Fund VII Partners LLC	Promoter	7	2
CenterSquare Investment Management LLC	Promoter	6	2
General Partner Rcg Longview Debt Fund VI Partners LLC	Promoter	5	2
Manager CenterSquare Investment Management LLC	Promoter	4	2
R Law	Executive Officer	4	2
General Partner Rcg Mfi Partners LLC	Promoter	3	2
View All

EDGAR Form	CIK	2011 - 2026
13F-NT	[0001107213]
13F-HR	[0001725296]
3	[0001725296]
SC 13G	[0001725296]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
CenterSquare Investment Management LLC	Retail Opportunity Investments Corp	[2024-02-13]
CenterSquare Investment Management LLC	RPT Realty	[2023-02-10]
CenterSquare Investment Management LLC	Broadstone Net Lease Inc	[2021-04-09]
CenterSquare Investment Management LLC	Broadstone Net Lease Inc	[2021-04-09]
CenterSquare Investment Management LLC	Mack CALI Realty Corp	[2019-02-13]

Firm Profile (Form ADV)
Clients	1 (11 non-US)
Serves	Institutional, Retail
Fund Types	Real Estate
LEI	549300472EWJAQJ5WO23

Form 3/4/5 Subject	2011 - 2026
Apollo Diversified Real Estate Fund
CenterSquare Investment Management LLC

Comparable Firms	State	AUM
Boyd Watterson Asset Management LLC ✚	OH	18.81 B
Nicola Wealth Management Ltd ✚		11.04 B
ORG Portfolio Management LLC ✚	OH	6,380.3 M
Hamilton Capital LLC ✚	OH	4,937.4 M
Twin Focus Capital Partners LLC ✚	MA	4,584.7 M
TRB Wealth Management LLC ✚	TX	3,738.8 M
Sit Investment Associates Inc ✚	MN	3,543.1 M
Colter Lewis Investment Partners LLC ✚	CT	3,411.6 M
IFC Advisors LLC ✚	CA	2,344.2 M
OREI Advisors LP ✚	TX	2,181.1 M

CenterSquare Investment Management LLC

Assets, Funds, Holdings