Cbre Clarion Securities LLC is a large advisory firm based in Radnor. It manages $10.54 billion of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Pennsylvania.
Cbre Clarion Securities provides portfolio management for investment companies, 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.
The assets under management (AUM) of Cbre Clarion Securities LLC is $10.54 billion. The firm's AUM has gone down by -55% since the beginning of its operation, and $4.42 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Cbre Clarion Securities LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, pooled investment vehicles, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Cbre Clarion Securities is investment companies with 6 clients and $2.38 billion of assets under management. Among the 10 most similar advisory firms, Cbre Clarion Securities has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $7.91 billion for 57 clients. 46% of the firm’s clients are foreign persons or businesses.
Cbre Clarion Securities also advises several private funds. Namely, one hedge fund and two other private funds. The minimum investment commitment required of non-related persons is $3,000,000 for each fund.
The company employs 81 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people 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.
The principal office where Cbre Clarion Securities LLC performs its advisory services is located at 201 King Of Prussia Road, Radnor, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-995-2500 or by fax 610-995-7343. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at cbreclarion.com.