RIA Intel›Advisers›Pennsylvania›CENTERSQUARE INVESTMENT MANAGEMENT HOLDINGS, INC.

CENTERSQUARE INVESTMENT MANAGEMENT HOLDINGS, INC.

Advisory

N·PLYMOUTH MEETING, PA

Data as of Jul 6, 2017 · Source: SEC Form ADV

Total AUM

$577M

1-Year AUM Growth

-1.1%

3-Year CAGR

-10.4%

Employees

38

Assets Under Management

Total AUM$577M

Discretionary AUM$187M

Non-Discretionary AUM$390M

Discretionary %32.4%

Total Clients—

Team

Total Employees38

Investment Advisers64

Employee Growth (1Y)—

Filing History

Total Filings on Record34

First FilingJan 30, 2001

Latest FilingJul 6, 2017

🔒 Full AUM trend chart and 34 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CENTERSQUARE INVESTMENT MANAGEMENT HOLDINGS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.