CenterSquare Investment Management LLC

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CenterSquare Investment Management LLC ✚
CRD #	290078
SEC #	801-111965
CIK #
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] [Website] [Twitter] [LinkedIn]

Total AUM ($B) Copy

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 Lpp II GP LLC	Promoter	3	2
General Partner Rcg Mfi Partners LLC	Promoter	3	2
Manager of The General Partner CenterSquare Investment Management LLC	Promoter	2	2
R Joseph Law	Director	2	2
Joseph Law	Executive Officer	2	2
General Partner Rcg Lpp III GP LLC	Promoter	2	1
CenterSquare Strategic Partners IV LP	Executive Officer	2	1
Co-Manager Mdb Manager LLC	Promoter	2	1
Co-Manager Rcg Anderson Opportunity LLC	Promoter	2	1
Co-Manager Rcg Estreich Opportunity LLC	Promoter	2	1
Csim Aligned GP LLC	Promoter	1	1
CenterSquare Global Securities Management Inc	Executive Officer	1	1
Rcg Longview Management LLC	Executive Officer	1	1
CenterSquare Global Investment Management LLC	Executive Officer	1	1
Urdang Global Securities Management Inc	Executive Officer	1	1
Rcg Flats Manager LLC	Executive Officer	1	1
CenterSquare Strategic Partners III LP	Executive Officer	1	1
General Partner Rcg Des Plaines GP LLC	Promoter	1	1
CenterSquare Global Securities Management Inc CenterSquare Global Global Securities Management Inc	Executive Officer	1	1
CenterSquare Strategic Partners III GP LLC	Executive Officer	1	1
Todd Briddell	Executive Officer	1	1
CenterSquare Strategic Partners IV GP LLC	Executive Officer	1	1

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

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