DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Centersquare Investment Management Holdings, Inc.

Former SEC-registered adviserPlymouth Meeting, PennsylvaniaCRD 106983SEC 801-31359IAPD
Latest filing Jul 6, 2017
First filing on the tape Dec 21, 2011 · 16 filings
RAUM
$577M
reported, Item 5.F
Discretionary
32%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
64
38 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
2
$50.6M gross assets
History
16 filings and snapshots on the tape
RAUM$577M as of Mar 30, 2017
Mar 30, 2012$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2017
Mar 28, 20130 then
Employees (5.A)64 as of Mar 30, 2017
Mar 28, 201356 then
Private funds2 as of Mar 30, 2017
Mar 30, 20124 then
RAUM -1.2% over the last fiscal year-11% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 6, 2017; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$82.5MderivedRAUM over accounts (5.F.2.f)
Discretionary
32%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
-1.2%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$561M, 6 clientsreportedItem 9.A
Ownership
a bank, bancorp or trust company is a 50 percent or greater ownerderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
7reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$561M for 6 clientsreported
Compensation
% of AUM, fixed, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      4 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Urdang Value-Added Fund II, L.P.Real Estate Fund$34.7M48Mar 30, 2012
      Capmark Vii - Cre Ltd.Real Estate Fund$16.0M8Mar 30, 2012
      Urdang Value-Added Fund, L.P.no longer reportedReal Estate Fund$3,18152Mar 30, 2012
      Centersquare Value-Added Fund, III, L.P.no longer reportedReal Estate Fund$00Mar 30, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • Todd Eric Briddell · Chief Executive Officer And Chief Investment Officer
        since 03/2010 · owns less than 5%
      • Thomas Scott Crowe · Chief Investment Strategist
        since 07/2015 · owns less than 5%
      • John Frank Ferro · General Counsel
        since 11/2004 · owns less than 5%
      • Benedict Mark Greco · Managing Director, Private Real Estate
        since 12/2003 · owns less than 5%
      • Joseph Robert Law · Chief Financial Officer And Chief Compliance Officer
        since 01/2008 · owns less than 5%
      • Frederick Scott Maguire · Managing Director/Global Head Of Client Service And Marketing
        since 04/2007 · owns less than 5%
      • Lawrence David Rabin · Managing Director, Private Real Estate
        since 06/2006 · owns less than 5%
      Entity owners
      • The Bank Of New York Mellon Corporation · Owner
        direct · owns 75% or more · public reporting company
      Related persons
      Schedule D 7.A
      • Benefit Street Partners Limited
        investment adviserbankpooled vehicle sponsornRAUM $23B
      • Bsp Ny LLC
        investment adviserbankpooled vehicle sponsornRAUM $14B
      • Amherst Capital Management LLC
        investment adviserbanknRAUM $545M
      • Arx Investimentos Ltda
        investment adviserbanknRAUM $1.9B
      • Bny Mellon Investor Solutions, LLC
        investment advisernRAUM $853M
      • Bny Mellon Administracao De Ativos Ltda.
        investment advisern
      • Bny Mellon Alocacao De Patrimonio Ltda
        investment advisern
      • Bny Mellon Asset Management Canada Limited
        broker-dealerinvestment adviserpooled vehicle sponsorn
      • Bny Mellon Investment Management Japan Limited
        investment advisernRAUM $32B
      • Bny Mellon Banco S.A.
        n
      • Bny Mellon Capital Markets Emea Limited
        broker-dealerinvestment adviserbankn
      • Bny Mellon Capital Markets, LLC
        broker-dealern
      • Bny Mellon Fund Managers Limited
        investment adviserpooled vehicle sponsorn
      • Bny Mellon Global Management Limited
        investment adviserpooled vehicle sponsorn
      • Bny Mellon International Management Limited
        investment adviserpooled vehicle sponsorn
      • Bny Mellon Investment Management Australia Limited
        broker-dealerinvestment adviserpooled vehicle sponsorn
      • Bny Mellon Investment Management Cayman Ltd
        investment adviserpooled vehicle sponsornRAUM $10B
      • Bny Mellon Investment Management Emea Limited
        broker-dealerinvestment adviserpooled vehicle sponsorn
      • Bny Mellon Investment Management Hong Kong Limited
        broker-dealerinvestment adviserpooled vehicle sponsorn
      • Bny Mellon Investment Management Korea Limited
        investment advisern
      • Bny Mellon Investment Management Singapore Pte. Limited
        investment advisernRAUM $78.5M
      • Bny Mellon National Association
        investment advisern
      • Bny Mellon Servicos Financeiros Distribuidora De Titulos E Valores Mobiliarios (Dtvm) S.A.
        broker-dealerinvestment advisern
      • Bny Mellon Trust Company (Ireland) Limited
        n
      • Bny Mellon Trust Company Of Illinois
        n
      • Bny Mellon Trust Of Delaware
        investment advisern
      • Bny Mellon Wealth Management, Advisory Services, Inc.
        broker-dealerinvestment adviserbankpooled vehicle sponsorn
      • Centersquare Investment Management, Inc.
        investment adviserpooled vehicle sponsoryRAUM $7.9B
      • Cibc Mellon Global Securities Services Company
        n
      • Cibc Mellon Trust Company
        n
      Advisers that list Centersquare Investment Management Holdings, Inc. as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • Newport Beach, CA
      What changed
      consecutive filings, newest first
      • Assets in custody · $531M to $561M
        Jan 18, 2017 to Mar 30, 2017
      • Employees · 60 to 64
        Jan 18, 2017 to Mar 30, 2017
      • Discretionary RAUM · $215M to $187M
        Jan 18, 2017 to Mar 30, 2017
      • Non-discretionary RAUM · $369M to $390M
        Jan 18, 2017 to Mar 30, 2017
      • RAUM · $584M to $577M
        Jan 18, 2017 to Mar 30, 2017
      • Accounts · 8 to 7
        Dec 8, 2015 to Mar 30, 2016
      • BD registered reps · 4 to 5
        Dec 8, 2015 to Mar 30, 2016
      • Assets in custody · $681M to $531M
        Dec 8, 2015 to Mar 30, 2016
      • Private funds · 3 to 2
        Dec 8, 2015 to Mar 30, 2016
      • Discretionary RAUM · $470M to $215M
        Dec 8, 2015 to Mar 30, 2016
      • Non-discretionary RAUM · $372M to $369M
        Dec 8, 2015 to Mar 30, 2016
      • RAUM · $842M to $584M
        Dec 8, 2015 to Mar 30, 2016
      • Accounts · 7 to 8
        Apr 4, 2014 to Mar 31, 2015
      • Advisory employees · 30 to 38
        Apr 4, 2014 to Mar 31, 2015
      • Assets in custody · $621M to $681M
        Apr 4, 2014 to Mar 31, 2015
      • Employees · 55 to 60
        Apr 4, 2014 to Mar 31, 2015
      • Private funds · 4 to 3
        Apr 4, 2014 to Mar 31, 2015
      • Discretionary RAUM · $483M to $470M
        Apr 4, 2014 to Mar 31, 2015
      • Non-discretionary RAUM · $344M to $372M
        Apr 4, 2014 to Mar 31, 2015
      • RAUM · $827M to $842M
        Apr 4, 2014 to Mar 31, 2015
      • Employees · 56 to 55
        Jul 1, 2013 to Mar 31, 2014
      • Accounts · 8 to 7
        Jul 1, 2013 to Mar 31, 2014
      • Advisory activities · 3 to 2
        Jul 1, 2013 to Mar 31, 2014
      • BD registered reps · 3 to 4
        Jul 1, 2013 to Mar 31, 2014
      • Business name · URDANG CAPITAL MANAGEMENT INC to CENTERSQUARE INVESTMENT MANAGEMENT HOLDINGS, INC.
        Jul 1, 2013 to Mar 31, 2014
      • Assets in custody · $822M to $621M
        Jul 1, 2013 to Mar 31, 2014
      • Legal name · URDANG CAPITAL MANAGEMENT INC to CENTERSQUARE INVESTMENT MANAGEMENT HOLDINGS, INC.
        Jul 1, 2013 to Mar 31, 2014
      • Discretionary RAUM · $729M to $483M
        Jul 1, 2013 to Mar 31, 2014
      • Non-discretionary RAUM · $412M to $344M
        Jul 1, 2013 to Mar 31, 2014
      • RAUM · $1.1B to $827M
        Jul 1, 2013 to Mar 31, 2014
      • Advisory employees · unset to 30.0
        Jul 26, 2012 to Mar 28, 2013
      • BD registered reps · unset to 3.0
        Jul 26, 2012 to Mar 28, 2013
      • Assets in custody · $928M to $822M
        Jul 26, 2012 to Mar 28, 2013
      • Employees · unset to 56.0
        Jul 26, 2012 to Mar 28, 2013
      • State-registered IARs · unset to 0.0
        Jul 26, 2012 to Mar 28, 2013
      • Discretionary RAUM · $1.2B to $729M
        Jul 26, 2012 to Mar 28, 2013
      • Non-discretionary RAUM · $133M to $412M
        Jul 26, 2012 to Mar 28, 2013
      • RAUM · $1.3B to $1.1B
        Jul 26, 2012 to Mar 28, 2013
      • Accounts · 9 to 8
        Dec 21, 2011 to Mar 30, 2012
      • Advisory activities · 2 to 3
        Dec 21, 2011 to Mar 30, 2012
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026
      Across the graphs

      Centersquare Investment Management Holdings, Inc. is the same institution as 1 record in Real Estate Funds.

      Real Estate Funds1

      Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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