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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
C••• I••••••••• M••••••••• I••••••• L••••••
Latest filing Mar 30, 2026
First filing on the tape Sep 19, 2014 · 26 filings
SEC status approved since Oct 23, 2014
RAUM
$50B
reported, Item 5.F
Discretionary
90%
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
122
82 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
5
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$50B as of Mar 30, 2026
Mar 20, 2015$12B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 20, 20150 then
Employees (5.A)122 as of Mar 30, 2026
Mar 20, 201565 then
Private funds5 as of Mar 30, 2026
Mar 20, 20153 then
RAUM +16% over the last fiscal year+6.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- 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
- $663MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 90%derivedof RAUM
- Institutional
- 74%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%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-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $44B, 68 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$17B34%
- Pooled investment vehicles$13B26%
- Pension and profit-sharing plans$11B21%
- Insurance companies$9.3B18%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 24reported
- Charitable clients
- n/areported
- Accounts
- 76reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $44B for 68 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.26 institutional_share=0.74 related_bd=true related_bank=false bd_reps=0.0derived
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
Private funds
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••• G••••• A•••• F••• F•••••• | Real Estate Fund | $6.6B | 157 | Mar 25, 2022 |
| C••• G••••• A•••• Q••• I• P••••••• F••• F•••••• | Real Estate Fund | $847M | 42 | Mar 24, 2021 |
| C••• G••••• A•••• Q••• P••••••• F••• F•••••• | Real Estate Fund | $821M | 14 | Mar 25, 2022 |
| C••• G••••• I••••••••• P••••••• E••••••• C• I••••••••• F••• B••no longer reported | Real Estate Fund | $323M | 20 | Mar 30, 2016 |
| C••• G••••• S•••••• S••••••••• F••• S••• | Real Estate Fund | $302M | 18 | Aug 22, 2024 |
| C••• G••••• S•••••• S••••••••• F••• S•••no longer reported | Real Estate Fund | $221M | 13 | Mar 24, 2021 |
| C• R•••••• E•••• S•••••••• P••••••• U• F••• I•••••• L•no longer reported | Hedge Fund | $109M | 9 | Mar 30, 2012 |
| C• R•••••• E•••• S•••••••• P••••••• U• F••• I••• L•••no longer reported | Hedge Fund | $45.0M | 9 | Mar 30, 2012 |
| C••• R••• E••••• P••••••• 2• S••• | Real Estate Fund | $40.6M | 9 | Mar 18, 2024 |
| C••• G••••• I••••••••• P••••••• A••• F••• I•• | Real Estate Fund | $18.9M | 7 | Mar 28, 2014 |
| C••• A••• A•••• P••• F••• I• F••••••no longer reported | Real Estate Fund | $5.8M | 19 | Apr 1, 2013 |
| C• R•••••• E•••• A••• A•••• P••• F•••no longer reported | Real Estate Fund | $152,249 | 18 | Apr 1, 2013 |
| C• R•••••• E•••• S•••••••• P••••••• U• F••• I•• L•••no longer reported | Hedge Fund | $0 | 5 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• A••••••••• R••••• · Head Of Global Transaction Managementcontrolsince 05/2019 · owns less than 5%
- C•••••• M•••• S•••• · General Counsel - E••• And Global I•••••••controlsince 10/2023 · owns less than 5%
- G•••••• A••••• M••••• · Chief Investment Officer - Global I••••••• R••• E••••• Strategiescontrolsince 10/2018 · owns less than 5%
- R•••••••• G••••••• A••• · Chief Operating Officer - R••• E•••••since 01/2016 · owns less than 5%
- S•••••• S•••••• W•••••• · Head Of Global Portfolio Managementsince 11/2022 · owns less than 5%
Entity owners
- C••• I••••••••• M••••••••• N••••••••• H•••••• B••• · Shareholderdirect · owns 75% or more
- C••• G••••• I••• · Shareholderindirect · owns 75% or more of C••• S•••••••• I••• · public reporting company
- C••• H••••• I••• · Shareholderindirect · owns 75% or more of C••• U• L••••• L••
- C••• P•••••• I••• · Shareholderindirect · owns 75% or more of C••• H••••• I•••
- C••• S•••••••• I••• · Shareholderindirect · owns 75% or more of C•••• I••
- C••• U• L••••• L•• · Shareholderindirect · owns 75% or more of C••• I••••••••• M••••••••• N••••••••• H•••••• B•••
- C•••• I•• · Shareholderindirect · owns 75% or more of C••• P•••••• I•••
Related persons
Schedule D 7.A
- C••• C•••••• A•••••••• I•••broker-dealern
- C••• E••••• I••••••••• M••••••••• ••••••••• C••• L•••investment advisern
- C••• I••••••••• M••••••••• L••investment advisernRAUM $6.1B
- C••• G••• G• S•••pooled vehicle sponsorn
- C••• I••••••••• M••••••••• •••• P••••••• P••• L•••investment adviserpooled vehicle sponsorn
- C••• I••••••••• M••••••••• •••••• L••••••investment advisern
- C••• I••••••••• M••••••••• ••••••••• C••• L•••investment advisern
- C••• I••••••••• M••••••••• •• F••••• L••••••investment advisern
- C••• I••••••••• M••••••••• A•••••••• P•• L••••••investment advisern
- C••• I••••••••• M••••••••• E••• A••• B•••investment advisern
- C••• I••••••••• M••••••••• F••• S•••••••investment adviserpooled vehicle sponsorn
- C••• I••••••••• M••••••••• I•••••••• L••investment advisery
- C••• I••••••••• M••••••••• I••••••••• I•••investment advisernRAUM $12B
- C••• I••••••••• M••••••••• J•••• K•••investment advisern
- C••• I••••••••• M••••••••• L••••• R••• A••••• J•••• K•••investment advisern
- C••• I••••••••• M••••••••• L••••• R••• A••••• L••investment advisernRAUM $11B
- C••• I••••••••• M••••••••• L••••• R••• A••••• P••• L•••investment advisern
- C••• I••••••••• M••••••••• L••••••••• A••• S•• R•••investment advisern
- C••• I••••••••• M•••••••••investment advisernRAUM $23B
- C••• O••••••• I••••••••• M••••••••• ••••••••• C••• L•••investment advisern
- C••• R••• E••••• P•••••• 2• G• S•••pooled vehicle sponsorn
- C••• U••••••• F••• P••••• L•••••• C••••••investment advisern
- C•••• I•••investment companyy
Advisers that list C••• I••••••••• M••••••••• I••••••• L•••••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Amsterdam, Netherlands16 employees
- Boston, MA13 employees
- Singapore, Singapore4 employees
- Chiyoda-Ku, Japan4 employees
- Sydney, Australia3 employees
- Seattle, WA1 employees
- New York, NY1 employees
- Los Angeles, CA1 employees
What changed
consecutive filings, newest first
- Advisory employees · 77 to 82Oct 3, 2025 to Mar 30, 2026
- Pension plan clients · 26 to 24Oct 3, 2025 to Mar 30, 2026
- Pooled vehicle clients · 10 to 12Oct 3, 2025 to Mar 30, 2026
- Assets in custody · $38B to $44BOct 3, 2025 to Mar 30, 2026
- Employees · 111 to 122Oct 3, 2025 to Mar 30, 2026
- Private funds · 4 to 5Oct 3, 2025 to Mar 30, 2026
- Discretionary RAUM · $39B to $45BOct 3, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $4.6B to $5.0BOct 3, 2025 to Mar 30, 2026
- Pension RAUM · $9.0B to $11BOct 3, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $12B to $13BOct 3, 2025 to Mar 30, 2026
- RAUM · $43B to $50BOct 3, 2025 to Mar 30, 2026
- Accounts · 80 to 76Jan 2, 2025 to Mar 26, 2025
- Advisory employees · 72 to 77Jan 2, 2025 to Mar 26, 2025
- Advisory activities · 3 to 2Jan 2, 2025 to Mar 26, 2025
- Pension plan clients · 34 to 26Jan 2, 2025 to Mar 26, 2025
- Pooled vehicle clients · 11 to 10Jan 2, 2025 to Mar 26, 2025
- Assets in custody · $37B to $38BJan 2, 2025 to Mar 26, 2025
- Employees · 112 to 111Jan 2, 2025 to Mar 26, 2025
- Financial planning clients · unset to Jan 2, 2025 to Mar 26, 2025
- Other offices · 8 to 7Jan 2, 2025 to Mar 26, 2025
- Discretionary RAUM · $38B to $39BJan 2, 2025 to Mar 26, 2025
- Non-discretionary RAUM · $5.2B to $4.6BJan 2, 2025 to Mar 26, 2025
- Pension RAUM · $10B to $9.0BJan 2, 2025 to Mar 26, 2025
- Pooled vehicle RAUM · $12B to $12BJan 2, 2025 to Mar 26, 2025
- RAUM · $43B to $43BJan 2, 2025 to Mar 26, 2025
- Related bank · true to falseJan 2, 2025 to Mar 26, 2025
- Assets in custody · $39B to $37BAug 22, 2024 to Jan 2, 2025
- HQ state · unset to Aug 22, 2024 to Jan 2, 2025
- Discretionary RAUM · $34B to $38BAug 22, 2024 to Jan 2, 2025
- Non-discretionary RAUM · $4.8B to $5.2BAug 22, 2024 to Jan 2, 2025
- Pension RAUM · $9.3B to $10BAug 22, 2024 to Jan 2, 2025
- Pooled vehicle RAUM · $10B to $12BAug 22, 2024 to Jan 2, 2025
- RAUM · $39B to $43BAug 22, 2024 to Jan 2, 2025
- Private funds · 5 to 4Mar 18, 2024 to Aug 22, 2024
- Accounts · 87 to 80Oct 13, 2023 to Mar 18, 2024
- Advisory employees · 69 to 72Oct 13, 2023 to Mar 18, 2024
- Pension plan clients · 38 to 34Oct 13, 2023 to Mar 18, 2024
- Pooled vehicle clients · 14 to 11Oct 13, 2023 to Mar 18, 2024
- Assets in custody · $42B to $39BOct 13, 2023 to Mar 18, 2024
- Employees · 110 to 112Oct 13, 2023 to Mar 18, 2024
Signals
11 dated events
- H••••• R••••••• (Chief Compliance Officer) no longer on Schedule A of C••• I••••••••• M••••••••• I••••••• L•••••• (listed 2024-03-18, absent 2024-08-22)Aug 22, 2024 · Control person left · inference
- Sheel Manu Chopra (General Counsel - Emea And Global Indirect) appeared on Schedule A of C••• I••••••••• M••••••••• I••••••• L••••••Mar 18, 2024 · Control person joined · fact
- H••••• R••••••• (Chief Compliance Officer) appeared on Schedule A of C••• I••••••••• M••••••••• I••••••• L••••••Mar 18, 2024 · Control person joined · fact
- Philip Alexander Van Riel (Head Of Continental Europe) no longer on Schedule A of C••• I••••••••• M••••••••• I••••••• L•••••• (listed 2023-10-13, absent 2024-03-18)Mar 18, 2024 · Control person left · inference
- Remi Ahmed Makele (Chief Compliance Officer) no longer on Schedule A of C••• I••••••••• M••••••••• I••••••• L•••••• (listed 2023-10-13, absent 2024-03-18)Mar 18, 2024 · Control person left · inference
- James Douglas John Went (Legal Counsel) no longer on Schedule A of C••• I••••••••• M••••••••• I••••••• L•••••• (listed 2022-03-25, absent 2023-03-01)Mar 1, 2023 · Control person left · inference
- Murrough Ian Gleeson (Chief Investment Officer - Global Real Estate Strategies (Direct & Indirect)) no longer on Schedule A of C••• I••••••••• M••••••••• I••••••• L•••••• (listed 2021-09-27, absent 2022-03-25)Mar 25, 2022 · Control person left · inference
- Mahesh Achal Gandhi (Head Of Global Portfolio Management) appeared on Schedule A of C••• I••••••••• M••••••••• I••••••• L••••••Mar 27, 2020 · Control person joined · fact
- C••• I••••••••• M••••••••• I••••••• L•••••• reported RAUM $28.7B, up 30% from $22.2B (2018-10-30 to 2019-03-20)Mar 20, 2019 · RAUM change · derived
- C••• I••••••••• M••••••••• I••••••• L•••••• reported RAUM $22.2B, up 48% from $15.0B (2017-03-31 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- C••• G••••• C••••••••• I•••••••• U• L•••••• filed its initial SEC registration (Form ADV)Sep 19, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••• I••••••••• M••••••••• I••••••• L•••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cbreimreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/cbre-investment-management/posts/?feedVreportedpublic record, Form ADV, Sep 18, 2026
- Website
- cbreim.jpreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +44(0)2078099000reportedpublic record, Form ADV, Mar 30, 2026
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
- Institutional managerderiveda 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
C••• I••••••••• M••••••••• I••••••• L•••••• 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.
Checking your plan…