{"url":"https://nivawealth.com/firms/cbre-investment-management-indirect-limited-163590","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/163590","regulatoryAum":50424555192,"crd":"163590","secFileNumber":"801-80391","legalName":"Cbre Investment Management Indirect Limited","displayName":"Cbre Investment Management Indirect Limited","website":null,"linkedinUrl":"https://www.linkedin.com/company/cbreim/","founded":null,"organization":"other (specify) organized in United Kingdom","fiscalYearEnd":"December","headquarters":{"street":"Third Floor, One New Change","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"EC4M 9AF"},"tradeNames":[],"registration":{"secApproved":"23 October 2014","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":122,"advisory":82,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":45425876719,"discretionaryAccounts":72,"nonDiscretionary":4998678473,"nonDiscretionaryAccounts":4,"wrapProgram":null,"nonUsClientsPct":98,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":12,"regulatoryAum":13039876795},{"label":"Pension and profit-sharing plans","clients":24,"regulatoryAum":10716968848},{"label":"State or municipal government entities","clients":31,"regulatoryAum":17353778474},{"label":"Insurance companies","clients":9,"regulatoryAum":9313931075}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Alter Domus","shortName":"Alter Domus","location":"Guernsey and Luxembourg and Cayman Islands","smaAssets":10979572002},{"name":"Nortrust Nominee Limited","shortName":"Nortrust Nominee Limited","location":"London and Amsterdam","smaAssets":8487298192}],"custodyNote":"Cbre Investment Management Indirect Limited has custody of $44.39B for 68 clients.","otherCustodians":[],"leadership":[{"name":"Danny Frost","title":"Chief Compliance Officer","crd":"8230434"},{"name":"Alexander Bignell","title":"Head of Global Transaction Management","crd":"6317042"},{"name":"Manu Chopra","title":"General Counsel - Emea & Global Indirect and Head of Operations - Global Indirect","crd":"6175460"},{"name":"Achal Gandhi","title":"Chief Investment Officer - Global Indirect Real Estate Strategies","crd":"7235709"},{"name":"Suchita Patel","title":"Senior Director - Emea Finance","crd":"8230442"},{"name":"Steven Storrs","title":"Head of Global Portfolio Management","crd":"6340848"}],"ownership":[{"label":"Cbre Investment Management Netherlands Holding B.V.","detail":"Shareholder in the 75% or more ownership band and a control person, since January 2005."},{"label":"Cbre Services, Inc.","detail":"Indirect owner: a shareholder of Cbre, Inc in the 75% or more band and a control person, since November 2024.","parent":"Cbre, Inc"},{"label":"Cbre Partner Inc.","detail":"Indirect owner: a shareholder of Cbre Holdco Inc. in the 75% or more band and a control person, since November 2024.","parent":"Cbre Holdco Inc."},{"label":"Cbre, Inc","detail":"Indirect owner: a shareholder of Cbre Partner Inc. in the 75% or more band and a control person, since March 2013.","parent":"Cbre Partner Inc."},{"label":"Cbre Group, Inc.","detail":"Indirect owner: a shareholder of Cbre Services, Inc. in the 75% or more band and a control person, since June 2004.","parent":"Cbre Services, Inc."},{"label":"Cbre Holdco Inc.","detail":"Indirect owner: a shareholder of Cbre US Liftco LLC in the 75% or more band and a control person, since November 2024.","parent":"Cbre US Liftco LLC"},{"label":"Cbre US Liftco LLC","detail":"Indirect owner: a shareholder of Cbre Investment Management Netherlands Holding B.V. in the 75% or more band and a control person, since November 2024.","parent":"Cbre Investment Management Netherlands Holding B.V."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":7,"privateResidences":0},"listedOfficeAddresses":4,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"601 South Figueroa Street","city":"Los Angeles"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"800 Boylston Street","city":"Boston"}]},{"state":"Washington","offices":1,"addresses":[{"street":"1420 5th Avenue","city":"Seattle"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"4402078099000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":100}],"privateFunds":5},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/163590/PDF/163590.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cbre Investment Management Indirect Limited have?","answer":"Cbre Investment Management Indirect Limited has 76 clients and manages $50.4 billion for them, as of March 2026. They include 31 state or municipal government entities, 24 pension and profit-sharing plans and 12 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cbre Investment Management Indirect Limited offer?","answer":"Cbre Investment Management Indirect Limited provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Cbre Investment Management Indirect Limited use?","answer":"Cbre Investment Management Indirect Limited’s separately managed account assets are held at Alter Domus (Guernsey and Luxembourg and Cayman Islands), with $10,979,572,002 and Nortrust Nominee Limited (London and Amsterdam), with $8,487,298,192. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cbre Investment Management Indirect Limited have?","answer":"Cbre Investment Management Indirect Limited has 0 investment adviser representatives registered with state securities authorities, out of 122 employees, and 82 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cbre Investment Management Indirect Limited invest in?","answer":"At the end of its last fiscal year, Cbre Investment Management Indirect Limited’s separately managed accounts held 100% pooled vehicles (private funds and similar). It advises 5 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cbre Investment Management Indirect Limited?","answer":"Cbre Investment Management Indirect Limited is owned through a chain of holding companies by Cbre Group, Inc. Its direct owner is Cbre Investment Management Netherlands Holding B.V. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cbre Investment Management Indirect Limited get paid?","answer":"Cbre Investment Management Indirect Limited is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}