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.
SEC-registered adviser
Centersquare Investment Management LLC
Latest filing Mar 31, 2026
First filing on the tape Sep 29, 2017 · 25 filings
SEC status approved since Oct 27, 2017
RAUM
$14B
reported, Item 5.F
Discretionary
95%
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
100
57 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
19
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$14B as of Mar 31, 2026
Mar 29, 2018$9.4B then
HNW client RAUM$1.9M as of Mar 30, 2020
Mar 29, 2018$8.0M then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20180 then
Employees (5.A)100 as of Mar 31, 2026
Mar 29, 201870 then
Private funds19 as of Mar 31, 2026
Mar 29, 20182 then
RAUM +2.0% over the last fiscal year+5.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- 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
- $99.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 72%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +2.0%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, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $1.8B, 39 clientsreportedItem 9.A
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$4.6B34%
- Pension and profit-sharing plans$4.3B31%
- Pooled investment vehicles$1.9B14%
- Investment companies$1.7B12%
- Insurance companies$496M3.7%
- Charitable organizations$480M3.5%
- Other investment advisers$125M0.9%
- Corporations and businesses$17.2M0.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 25reported
- Charitable clients
- 3reported
- Accounts
- 138reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $25.9M managedreported
- Custody of client assets
- $1.8B for 39 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.27 institutional_share=0.72 related_bd=false related_bank=false bd_reps=7.0derived
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
25 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Rcg Longview Debt Fund Vi, LP | Real Estate Fund | $235M | 89 | Mar 30, 2017 |
| Centersquare Value-Added Fund V. L.P. | Real Estate Fund | $187M | 31 | Dec 23, 2020 |
| Rcg Longview Centersquare Debt Fund Vii, L.P. | Real Estate Fund | $177M | 37 | Mar 31, 2021 |
| Rcg Longview Multifamily Income Fund, LP | Real Estate Fund | $143M | 66 | Feb 27, 2017 |
| Rcg Longview Principal Partners III, LP | Real Estate Fund | $136M | 63 | May 25, 2018 |
| Centersquare Global Real Estate Securities Fund, L.P. | Other Private Fund | $124M | 2 | Mar 30, 2012 |
| Centersquare Value-Added Fund Vi, L.P. | Real Estate Fund | $100M | 3 | Dec 26, 2024 |
| Rcg Longview Debt (Offshore) Fund Vi, LP | Real Estate Fund | $90.5M | 7 | Mar 30, 2017 |
| Csim Aligned Investment, LP | Real Estate Fund | $58.2M | 8 | Dec 26, 2024 |
| Centersquare Value-Added Fund IV, L.P. | Real Estate Fund | $56.1M | 33 | Mar 29, 2019 |
| Centersquare Sfr Fund V Co-Invest, LP | Real Estate Fund | $47.7M | 6 | Mar 31, 2023 |
| Rcg Longview Centersquare (Offshore) Debt Fund Vii, L.P. | Real Estate Fund | $45.6M | 11 | Mar 31, 2022 |
| Rcg Longview Principal Partners II, LP | Real Estate Fund | $40.1M | 68 | May 27, 2015 |
| Rcgl D7 Tlr Co-Invest, LP | Real Estate Fund | $38.8M | 10 | Mar 30, 2024 |
| Rcg D7 Rh Co-Invest, LP | Real Estate Fund | $32.9M | 2 | Mar 31, 2023 |
| Rcg Flats, LLC | Real Estate Fund | $21.2M | 22 | Aug 25, 2016 |
| Rcg Des Plaines Investor, LP | Other Private Fund | $15.9M | 26 | Mar 30, 2020 |
| Rcg Lpp3 1760 Co-Invest, LP | Real Estate Fund | $11.8M | 21 | May 28, 2019 |
| Rcg Mfi Chapins Co-Invest, LP | Real Estate Fund | $11.6M | 18 | May 25, 2018 |
| Rcg D7 Ha Co-Invest, LP | Real Estate Fund | $11.1M | 6 | Mar 30, 2024 |
| Rcgl D7 Lake Walk Co-Invest, LP | Real Estate Fund | $4.0M | 2 | Dec 26, 2024 |
| Centersquare Value-Added Fund III, L.P.no longer reported | Real Estate Fund | $4.0M | 47 | Jan 11, 2018 |
| Csim V Hcp Co-Invest, L.P. | Real Estate Fund | $3.4M | 3 | Mar 31, 2022 |
| Csim IV 69 Gmr Co-Investment, L.P.no longer reported | Real Estate Fund | $757,222 | 3 | Apr 30, 2021 |
| Rcg Longview 680 Co Invest, LP | Real Estate Fund | $142,000 | 13 | Nov 27, 2017 |
Owners and control persons
Schedule A and B, latest filing
- David Michael Boxer · Managing Director, Private Real Estate Debtcontrolsince 01/2020 · owns less than 5%
- Todd Eric Briddell · Chief Executive Officer And Chief Investment Officercontrolsince 03/2010 · owns less than 5%
- Timothy Michael Brophy · Chief Compliance Officercontrolsince 03/2020 · owns less than 5%
- C Chad Burkhardt · Managing Director, Private Real Estatecontrolsince 03/2018 · owns less than 5%
- Eliot Dean Frankel · Managing Director, Head Of Real Estate Securitiescontrolsince 06/1998 · owns less than 5%
- L Richard Gorsky · Managing Director, Private Real Estate Debtcontrolsince 01/2020 · owns less than 5%
- Lynn Melissa Grady · Chief Administrative Officercontrolsince 02/2022 · owns less than 5%
- Joseph Robert Law · Chief Financial Officercontrolsince 01/2008 · owns less than 5%
- Frederick Scott Maguire · Managing Director, Head Of Investor Relationscontrolsince 04/2007 · owns less than 5%
- Brandon Jeffrey Reder · Managing Director, Private Real Estatecontrolsince 03/2018 · owns less than 5%
- William Kevin Robinson · General Counselcontrolsince 10/2020 · owns less than 5%
- Christina Van Beelen · Chief Operating Officercontrolsince 01/2024 · owns less than 5%
- Todd Eric Briddell · Membercontrolsince 08/2017 · owns 25% to 50% of Centersquare Management Equity Holdings LLC
Entity owners
- Centersquare Investment Management Holdings LLC · Sole Memberdirect · owns 75% or more
- Centersquare Management Equity Holdings LLC · Memberindirect · owns 25% to 50% of Centersquare Investment Management Holdings LLC
- Fund IV Ugp LLC · General Partnerindirect · owns 75% or more of Lovell Minnick Equity Advisors IV LP
- Lm Centersquare Holdings LLC · Memberindirect · owns 25% to 50% of Centersquare Investment Management Holdings LLC
- Lm Centersquare Investment Holdings IV-A Inc. · Memberindirect · owns 25% to 50% of Lm Centersquare Holdings LLC
- Lovell Minnick Equity Advisors IV LP · General Partnerindirect · owns F of Lovell Minnick Equity Partners IV LP
- Lovell Minnick Equity Partners IV LP · Memberindirect · owns 50% to 75% of Lm Centersquare Holdings LLC
- Lovell Minnick Equity Partners IV-A LP · Shareholderindirect · owns 75% or more of Lm Centersquare Investment Holdings IV-A Inc.
- Lovell Minnick Partners LLC · Managing Memberindirect · owns 75% or more of Fund IV Ugp LLC
Related persons
Schedule D 7.A
- Centersquare Investment Management Asia Pacific Pte Ltdinvestment advisery
- River Run Advisors LLCn
Advisers that list Centersquare Investment Management LLC as a related person
- 165252 y
Offices
Schedule D 1.F, the 25 largest
- New York, NY10 employees
- Newport Beach, CA5 employees
- Central Singapore, Singapore4 employees
- London, United Kingdom4 employees
What changed
consecutive filings, newest first
- Accounts · 140 to 138Jan 30, 2026 to Mar 31, 2026
- Advisory employees · 61 to 57Jan 30, 2026 to Mar 31, 2026
- Advisory activities · 5 to 4Jan 30, 2026 to Mar 31, 2026
- BD registered reps · 8 to 7Jan 30, 2026 to Mar 31, 2026
- Charity clients · 5 to 3Jan 30, 2026 to Mar 31, 2026
- Pooled vehicle clients · 33 to 30Jan 30, 2026 to Mar 31, 2026
- Assets in custody · $1.9B to $1.8BJan 30, 2026 to Mar 31, 2026
- Employees · 101 to 100Jan 30, 2026 to Mar 31, 2026
- Private funds · 20 to 19Jan 30, 2026 to Mar 31, 2026
- Discretionary RAUM · $13B to $13BJan 30, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $671M to $746MJan 30, 2026 to Mar 31, 2026
- Pension RAUM · $4.1B to $4.3BJan 30, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $1.8B to $1.9BJan 30, 2026 to Mar 31, 2026
- RAUM · $13B to $14BJan 30, 2026 to Mar 31, 2026
- Wrap assets (manager) · $25.1M to $25.9MJan 30, 2026 to Mar 31, 2026
- Private funds · 21 to 20Mar 31, 2025 to Oct 16, 2025
- Accounts · 138 to 140Dec 26, 2024 to Mar 31, 2025
- Advisory employees · 57 to 61Dec 26, 2024 to Mar 31, 2025
- Charity clients · 4 to 5Dec 26, 2024 to Mar 31, 2025
- Pooled vehicle clients · 31 to 33Dec 26, 2024 to Mar 31, 2025
- Assets in custody · $2.0B to $1.9BDec 26, 2024 to Mar 31, 2025
- Employees · 94 to 101Dec 26, 2024 to Mar 31, 2025
- Financial planning clients · unset to Dec 26, 2024 to Mar 31, 2025
- Private funds · 23 to 21Dec 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $13B to $13BDec 26, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $799M to $671MDec 26, 2024 to Mar 31, 2025
- Pension RAUM · $3.7B to $4.1BDec 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.1B to $1.8BDec 26, 2024 to Mar 31, 2025
- RAUM · $13B to $13BDec 26, 2024 to Mar 31, 2025
- Wrap assets (manager) · $22.6M to $25.1MDec 26, 2024 to Mar 31, 2025
- Accounts · 93 to 138Aug 1, 2024 to Dec 26, 2024
- Pooled vehicle clients · 19 to 31Aug 1, 2024 to Dec 26, 2024
- Assets in custody · $1.4B to $2.0BAug 1, 2024 to Dec 26, 2024
- Private funds · 11 to 23Aug 1, 2024 to Dec 26, 2024
- Discretionary RAUM · $11B to $13BAug 1, 2024 to Dec 26, 2024
- Pooled vehicle RAUM · $1.3B to $2.1BAug 1, 2024 to Dec 26, 2024
- RAUM · $12B to $13BAug 1, 2024 to Dec 26, 2024
- HQ city · PLYMOUTH MEETING to CONSHOHOCKENMar 30, 2024 to Aug 1, 2024
- Accounts · 103 to 93Nov 16, 2023 to Mar 30, 2024
- Advisory employees · 53 to 57Nov 16, 2023 to Mar 30, 2024
Signals
15 dated events
- Lawrence David Rabin (Managing Director, Private Real Estate) no longer on Schedule A of Centersquare Investment Management Llc (listed 2024-03-30, absent 2024-08-01)Aug 1, 2024 · Control person left · inference
- Christina Van Beelen (Chief Operating Officer) appeared on Schedule A of Centersquare Investment Management LlcMar 30, 2024 · Control person joined · fact
- Thomas Scott Crowe (President/Chief Investment Strategist) no longer on Schedule A of Centersquare Investment Management Llc (listed 2023-04-27, absent 2023-11-16)Nov 16, 2023 · Control person left · inference
- Centersquare Investment Management Llc reported RAUM $14.1B, up 38% from $10.2B (2021-11-03 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Benedict Mark Greco (Director, Private Real Estate) no longer on Schedule A of Centersquare Investment Management Llc (listed 2021-11-03, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- John Frank Ferro (General Counsel Emeritus) no longer on Schedule A of Centersquare Investment Management Llc (listed 2021-11-03, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Ann Deborah Flickinger (Chief Operating Officer) no longer on Schedule A of Centersquare Investment Management Llc (listed 2021-11-03, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Lynn Melissa Grady (Chief Administrative Officer) appeared on Schedule A of Centersquare Investment Management LlcMar 31, 2022 · Control person joined · fact
- William Kevin Robinson (General Counsel) appeared on Schedule A of Centersquare Investment Management LlcDec 23, 2020 · Control person joined · fact
- David Michael Boxer (Managing Director) appeared on Schedule A of Centersquare Investment Management LlcMar 30, 2020 · Control person joined · fact
- L Richard Gorsky (Managing Director) appeared on Schedule A of Centersquare Investment Management LlcMar 30, 2020 · Control person joined · fact
- Timothy Michael Brophy (Chief Compliance Officer) appeared on Schedule A of Centersquare Investment Management LlcMar 30, 2020 · Control person joined · fact
- C Chad Burkhardt (Senior Vice President, Private Real Estate) appeared on Schedule A of Centersquare Investment Management LlcMar 29, 2019 · Control person joined · fact
- Brandon Jeffrey Reder (Senior Vice President, Private Real Estate) appeared on Schedule A of Centersquare Investment Management LlcMar 29, 2019 · Control person joined · fact
- Csim Investment Management Llc filed its initial SEC registration (Form ADV)Sep 29, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/CENTERSQUAREreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CENTERSQUARE.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 610-834-9500reportedpublic record, Form ADV, Mar 31, 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
Centersquare Investment Management LLC 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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