Cbre Global Investors, LLC (Los Angeles)

Name: Cbre Global Investors, LLC
Address: 601 S. Figueroa Street, Los Angeles, CA, 90017
Telephone: 213-683-4200

Cbre Global Investors, LLC is a large advisory firm based in Los Angeles. It manages $4.14 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, District of Columbia, Georgia, and Texas.

Cbre Global Investors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cbre Global Investors: assets under management

The assets under management (AUM) of Cbre Global Investors, LLC is $4.14 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.14 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $414.02 million each.

Cbre Global Investors has custody of $448.36 million in cash and securities for 13 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cbre Global Investors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cbre Global Investors serves?

The only and largest group of clients of Cbre Global Investors is pooled investment vehicles with 8 clients and $3.79 billion of assets under management. Among the 11 most similar advisory firms, Cbre Global Investors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.79 billion for 8 clients. 18% of the firm’s clients are foreign persons or businesses.

Cbre Global Investors also advises several private funds. Namely, eight hedge funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Cbre Global Investors, LLC

The company employs 126 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Benjamin Macbrien Gray joined the executive team most recently as the Americas Gc / Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Laurence Howard Midler	Member of board of managers	1 Jun 2005	Other	5122950
William Brett White	Member of board of managers	1 Jun 2005	Other	5122952
Pasha Zargarof	General counsel	1 Feb 2007	Other	5510793
Matthew Smith Khourie	Member of board of managers/chief executive officer	1 Jul 2009	Other	5702588
Gil Borok	Member of board of managers	1 Jun 2010	Other	6180446
Mario Arthur Indelicato	Chief compliance officer	1 Jul 2011	Other	4889081
Inc. Cbre	Member	1 Jul 2011	75% - 100%	95-2743174
Hendrikus Johannes Bernardus Voskuilen	Chief financial officer	1 Nov 2011	Other	6004580
Daniel Gerard Queenan	Chief operating officer	1 Aug 2015	Other	6580890
Thomas Ritson Ferguson	Global chief investment officer/chief executive officer/member of board of managers	1 Aug 2015	Other	4363319
Robert Stanley Tull	Chief compliance officer	1 Jan 2017	Other	3176647
Benjamin Macbrien Gray	Americas gc / chief compliance officer	1 Oct 2018	Other	7033470

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc Cbre Group	Shareholder	1 Jul 2001	75% - 100%	94-3391143
Inc. Cbre Services	Member	1 Jul 2007	75% - 100%	52-1616016
Inc. Cb Holdco	Shareholder	1 Jul 2007	75% - 100%	26-0468454
Llc Cb/Tcc	Shareholder	1 Jul 2007	75% - 100%	26-0468617
Inc. Cbre Services	Member	1 Sep 2013	75% - 100%	52-1616016
Llc Cb/Tcc	Shareholder	1 Sep 2013	75% - 100%	26-0468617
Cb/Tcc Global Holdings Limited	Shareholder	1 Sep 2013	75% - 100%	98-0518702

Based in Los Angeles

The principal office where Cbre Global Investors, LLC performs its advisory services is located at 601 S. Figueroa Street, Los Angeles, CA 90017, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-683-4200 or by fax 213-683-4301. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at cbreglobalinvestors.com.