Cbre Investment Management Listed Real Assets LLC

Overview

Cbre Investment Management Listed Real Assets LLC is an SEC registered investment adviser based in Radnor, PA, registered since 1995. It reports $10.8B in assets under management across 50 accounts, with 60 employees.

Reported AUM

$10.8B

Discretionary

100%

Accounts

50

Average account

$216M

Employees

60

Registered since

1995

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Government
• Investment Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 7

• Joseph Patrick Smith President, Chief Investment Officer CRD 2627429
• David James Makowicz Managing Director, Listed Business Development Strategist CRD 4475217
• Jeff Chenghsun Chang Chief Compliance Officer CRD 2870017

4 more executive officers, with direct contact details

Location

Headquarters

555 E Lancaster Ave Ste 120
Radnor, PA 19087

County

Delaware

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: cbreim.com

Every state, with registration dates

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