SourcingSourcing

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

C39
CRD 106256·SEC 801-49083·RADNOR, PA
AUM
$10.80B
$1B+
Est. Revenue
$108.0M
@ 1% on AUM
Est. EBITDA
$32.4M
@ 30% margin
Est. Deal Value
$259.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
CRD
106256
SEC file #
801-49083
EIN
232802869
DBA names
—

Economics

AUM
$10.80B
AUM band
$1B+
AUM trajectory
'20'26
$10.54B → $10.80B▲ +3%
Client mix
State Or Municipal Govt15
Pooled Investment Vehicles13
Investment Companies6
Pension Profit Sharing Plans5
Charitable Organizations5

Operations

Employees (total)
60
Advisory staff (per ADV)
30
Advisory staff (5-yr trend)
'20'26
37 advisors → 30 advisors▼ -19%
Primary office
RADNOR PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
cbreim.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CBRE INVESTMENT MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
CBRE INVESTMENT MANAGEMENT
ANAGNOS, JEREMY, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CBREIM.COM
Rdap Domain Creation Date
2021-01-05T20:57:17Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
386,403
Form 5500 Compensation Trajectory 3y
2025386,403
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
386,403
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001033984
Edgar Registered
Yes
Edgar Filing Count
373
Edgar First Filing Date
1998-03-06
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
114
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001033984-26-000008
Edgar Former Names
CBRE CLARION SECURITIES LLC
ING CLARION REAL ESTATE SECURITIES LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Northern Trust2
Jpmorgan2
Edgar Addresses
Mailing
555 EAST LANCASTER AVENUESUITE 120RADNOR, PA 19087
Business
555 EAST LANCASTER AVENUESUITE 120RADNOR, PA 19087
Edgar EIN
232802869
Edgar Recent Filings
13F-HR2026-05-14 · 0001033984-26-000008
13F-HR2026-02-10 · 0001033984-26-000005
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-05T20:57:17Z
Rdap Domain Last Changed
2026-01-01T06:10:50Z
Rdap Nameservers
A1-32.akam.netA11-66.akam.netA12-66.akam.netA18-67.akam.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedServer Delete ProhibitedServer Transfer ProhibitedServer Update Prohibited
Trust Company Affiliate
Yes

People (7)

7
ANAGNOS, JEREMY, MICHAEL
Executive Officer · 2.5%
4474381
BLOME, JONATHAN, A
Executive Officer · 2.5%
5955572
CHANG, JEFF, CHENGHSUN
Executive Officer · 2.5%
2870017
MAKOWICZ, DAVID, JAMES
Executive Officer · 2.5%
4475217
REICH, CHRISTOPHER, S.
Executive Officer · 2.5%
4586175
SMITH, JOSEPH, PATRICK
Executive Officer · 2.5%
2627429
WEINBERG, KENNETH, SCOTT
Executive Officer · 2.5%
4014327