Ing Clarion Real Estate Securities LLC (Radnor)


Ing Clarion Real Estate Securities LLC is a large advisory firm based in Radnor. It manages $23.23 billion of regulatory assets for 130 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Pennsylvania.

Ing Clarion Real Estate Securities provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ing Clarion Real Estate Securities: assets under management

The assets under management (AUM) of Ing Clarion Real Estate Securities LLC is $23.23 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 115% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $23.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $178.73 million each.
Ing Clarion Real Estate Securities has custody of $260.75 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ing Clarion Real Estate Securities LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ing Clarion Real Estate Securities LLC

Thomas Ritson Ferguson has served as the Chief Investment Officer since 1 Nov 1998. Cbre Clarion Securities Holdings Llc joined the executive team most recently as the Member.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Thomas Ritson Ferguson Chief executive officer/chief investment officer 1 Nov 1998 Other 4363319
Jarrett Burt Kling Managing director 1 Nov 1998 Other 1028926
Ing Cra Real Estate Securities Holdings Inc. Member 1 Nov 1998 75% - 100% 58-2442753
Inc. Ing Clarion Realty Services Holdings Member 1 Nov 1998 Other 58-2442750
Joseph Patrick Smith Managing director 1 Aug 2001 Other 2627429
Stephen David Burton Managing director 1 Aug 2001 Other 4603200
Steven Paul Sorenson Senior director 1 Nov 2004 Other 870372
David James Makowicz Chief operating officer 1 Jul 2006 Other 4475217
Robert S Tull Chief compliance officer 1 Jan 2010 Other 3176647
Jonathan A Blome Director / chief financial officer 1 Jan 2011 Other 5955572
Cbre Clarion Securities Holdings Llc Member 1 Jul 2011 75% - 100% 61-1653462

Indirect Owners

The SEC currently registers 14 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ing Groep N.V. Shareholder and manager 1 Nov 1998 75% - 100% ein foreign
Ing Bank N.V. Shareholder and manager 1 Nov 1998 75% - 100% ein foreign
Ing Vastgoed Management Holding B.V. Shareholder and manager 1 Nov 1998 75% - 100% ein foreign
Ing Real Estate B.V. Shareholder and manager 1 Nov 1998 75% - 100% ein foreign
Ing Reim Holding B.V. Shareholder and manager 1 Nov 1998 75% - 100% ein foreign
Ing Reim (Usa) B.V Shareholder and manager 1 Nov 1998 75% - 100% ein foreign
Inc. Ing Rei Clarion Holding Shareholder and manager 1 Nov 1998 75% - 100% 58-2442755
Inc. Cbre Clarion Rei Holding Shareholder 1 Nov 1998 75% - 100% 58-2442755
Inc. Cb Richard Ellis Group Shareholder 1 Feb 2001 75% - 100% 94-3391143
Inc. Cb Richard Ellis Services Member 1 Jul 2001 75% - 100% 52-1616016
Inc. Cb Holdco Shareholder 1 Jul 2007 75% - 100% 26-0468454
Llc Cb/Tcc Shareholder 1 Jul 2007 75% - 100% 26-0468617
Inc. Cbre Clarion Cra Holdings Member 1 Jul 2011 75% - 100% 58-2442753
Inc. Cb Richard Ellis Shareholder 1 Jul 2011 75% - 100% 95-2743174

Based in Radnor

The principal office where Ing Clarion Real Estate Securities LLC performs its advisory services is located at 201 King Of Prussia Road, Ste. 600, Radnor, PA 19087, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 610-995-2500 or by fax 610-964-0410. 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 www.ingclarionres.com.

Registered investment advisers similar to Ing Clarion Real Estate Securities LLC