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David Makowicz

Managing Director, Listed Business Development Strategist at Cbre Investment Management Listed Real Assets

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
4
Licensing exams

IAPD record retrieved 17 October 2026SEC record

David Makowicz is Managing Director, Listed Business Development Strategist of Cbre Investment Management Listed Real Assets LLC, a Radnor investment adviser managing $10.8B. David Makowicz has a current broker registration and no current investment-adviser registration and has passed the Series 7, Series 63, Series 24 and SIE.

Role at Cbre Investment Management Listed Real Assets

Title on Schedule A
Managing Director, Listed Business Development Strategist
Control
David Makowicz is a control person of Cbre Investment Management Listed Real Assets.
Ownership
An individual ownership band is not available in the source record.
Tenure
David Makowicz has held the filed role since July 2006.

The firm

Cbre Investment Management Listed Real Assets LLC
Radnor, PA

Form ADV filed 30 March 2026

$10.8B AUM44 clients30 advisers4 offices

Career on record

Firms and exams, newest first
  1. Passed Series 7, Series 63, Series 24 and SIE · 2018

Registrations and exams

Broker registration; no current adviser registration. David Makowicz has passed 4 qualifying exams.

Examinations

Series 6322 May 2018
Name
Uniform Securities Agent State Law Examination
Series 2416 July 2018
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 79 May 2018
Name
General Securities Representative Examination

Individual record

Full name
David James Makowicz
CRD
4475217
Firm
Cbre Investment Management Listed Real Assets LLC
Registration status
Broker registration; no current adviser registration
Firm bio
cbreim.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

CBRE Investment Management identifies David J. Makowicz as managing director and Listed Business Development Strategist. His previous role included business development and operations at SEI Investments; he also served as a naval flight officer in the U.S. Navy. He earned a B.S. from the U.S. Naval Academy and an MBA from Villanova University. Official CBRE Investment Management biography

Education

Common questions

Where does David Makowicz work?

David Makowicz has been Managing Director, Listed Business Development Strategist of Cbre Investment Management Listed Real Assets LLC since July 2006, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Does David Makowicz have a current investment-adviser registration?

David Makowicz has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has David Makowicz passed?

David Makowicz has passed 4 licensing exams: the Series 7, Series 63, Series 24 and SIE. The earliest, the Series 7, was passed in May 2018.

Source: IAPD individual record, checked 17 October 2026

Leadership at Cbre Investment Management Listed Real Assets

  • Joseph Smith
    President / Chief Investment Officer - Listed Real Assets
  • Jonathan Blome
    Chief Financial Officer / Chief Operating Officer
  • Jeff Chang
    Chief Compliance Officer
  • Jeremy Anagnos
    Chief Investment Officer - Listed Infrastructure
  • Christopher Reich
    Portfolio Manager / Head of Quantitative Research
  • Kenneth Weinberg
    Chief Investment Officer - Listed Real Estate

Sources

  1. IAPD individual record, CRD 4475217. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Cbre Investment Management Listed Real Assets LLC, filed 30 March 2026. Title, control and ownership bands.
  3. Cbre Investment Management Listed Real Assets team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with David Makowicz or Cbre Investment Management Listed Real Assets LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.