RIA Intel›Advisers›Pennsylvania›CENTERSQUARE INVESTMENT MANAGEMENT LLC

CENTERSQUARE INVESTMENT MANAGEMENT LLC

Advisory

N·CONSHOHOCKEN, PA

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM

$13.4B

1-Year AUM Growth

+10.4%

3-Year CAGR

-1.6%

Employees

61

Assets Under Management

Total AUM$13.4B

Discretionary AUM$12.8B

Non-Discretionary AUM$671M

Discretionary %95%

Total Clients107

Team

Total Employees61

Investment Advisers101

Employee Growth (1Y)+7.5%

Private Funds

Number of Private Funds20

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record21

First FilingSep 29, 2017

Latest FilingJan 30, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 9+ 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 LLC

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