CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

555 East Lancaster Avenue
Suite 120
Radnor, Pennsylvania 19087
Tel: 610-995-8900

About CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC, formally registered with the SEC as CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC. The firm was established in 03/31/1995. They have over 4 offices throughout the country.

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC is a Radnor, Pennsylvania based Financial Planning firm with nearly $9,790,237,824 assets under management, offering retirement planning & investment advisory services to 57 clients. The firm is staffed with 64 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106256
SEC#	801-49083
Assets Managed by Firm	$9,790,237,824
No. of Clients	57
No. of Advisors	64

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	57	$9,790,237,824
Pension and profit sharing plans	5	$614,650,998
Charitable organizations	5	$97,740,606
Corporations or other businesses	Fewer than 5 clients	$130,849,612

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