Cbre Global Investment Partners Limited (London)

Cbre Global Investment Partners Limited provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cbre Global Investment Partners Limited: assets under management

The assets under management (AUM) of Cbre Global Investment Partners Limited is $28.73 billion. The firm's AUM has grown by 121% since the beginning of its operation, and $26 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $23.82 billion in discretionary accounts and $4.91 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $245.56 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $981.75 million.

Cbre Global Investment Partners Limited has custody of $18.98 billion in cash and securities for 99 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cbre Global Investment Partners Limited for their services and products based on a percentage of assets under management, fixed fees, 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.

What kind of clients Cbre Global Investment Partners Limited serves?

The firm provides services to insurance companies, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Cbre Global Investment Partners Limited is pooled investment vehicles with 13 clients and $10.4 billion of assets under management. Among the 8 most similar advisory firms, Cbre Global Investment Partners Limited has the 3rd lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $28.73 billion for 102 clients. 97% of the firm’s clients are foreign persons or businesses.

Cbre Global Investment Partners Limited also advises several private funds. Namely, five real estate funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $20,000,000.

Careers at Cbre Global Investment Partners Limited

The company employs 85 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Ian Murrough Gleeson has served as the Chief Investment Officer since 1 Dec 2008 and Jeremy James Plummer is the Chief Executive Officer of Cbre Global Investment Partners Limited family office. Cbre Holdco Inc. joined the executive team most recently as the Limited Partner.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 20 indirect owners.

Based in London

The principal office where Cbre Global Investment Partners Limited performs its advisory services is located at Third Floor, One New Change, London, Ec4 M 9 Af, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44 (0) 207 809 9000. The normal business hours are 9am to 5 pm (uk time) on Monday - Friday. You can find more information about the New York firm at cbreglobalinvestors.com.

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