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

CIK	Period
0001725296 0001107213	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31

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
	Camden Property Trust	0.3
	Agree Realty Corp	0.3
	First Industrial Realty Trust Inc	0.2
	Realty Income Corp	0.2
	Kimco Realty Corp	0.2
	Iron Mountain Inc	0.2
	Kite Realty Group Trust	0.2
	Invitation Homes Inc	0.2
	American Homes 4 Rent	0.2
	Equity Lifestyle Properties Inc	0.1
	Macerich Co	0.1
	Griffin-American Healthcare REIT IV Inc	0.1
	Omega Healthcare Investors Inc	0.1
	Host Hotels & Resorts Inc	0.1
	VICI Properties Inc	0.1
	Healthcare Trust of America Inc	0.1
	Alexandria Real Estate Equities Inc	0.1
	Vornado Realty Trust	0.1
	Cousins Properties Inc	0.1
	Rexford Industrial Realty Inc	0.1
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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
View All

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