Niva WealthLet’s talk

Cbre Investment Management Infrastructure

SEC-registered adviser since 2011Toronto, Ontario, CanadaCRD 158495

$11.5B
AUM
51
Clients
See fees
Fee
33
Advisory staff

From Form ADV filed 31 March 2026 · data retrieved 15 October 2026SEC record

Cbre Investment Management Infrastructure is an investment adviser headquartered in Toronto, Ontario, Canada, and registered with the SEC since 2011. Its clients include pooled investment vehicles, state or municipal government entities, and pension and profit-sharing plans.

Its services include portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include a percentage of assets under management, fixed fees and other arrangements. Cbre Caledon Holdings, Inc. owns 75% or more of Cbre Investment Management Infrastructure.

Clients

Cbre Investment Management Infrastructure serves 51 clients, 14 of them pension and profit-sharing plans. The average client has about $226 million with the firm.

Regulatory assets by client type
  • Banking or thrift institutions6 clients11%
  • Pooled investment vehicles13 clients54%
  • Pension and profit-sharing plans14 clients14%
  • State or municipal government entities14 clients18%
  • Insurance companies3 clients3%
Show client breakdown
Banking or thrift institutions
Clients
6
Regulatory AUM
$1,255,126,000
Share
10.9%
Avg. per client
$209.2M
Pooled investment vehicles
Clients
13
Regulatory AUM
$6,285,020,846
Share
54.5%
Avg. per client
$483.5M
Pension and profit-sharing plans
Clients
14
Regulatory AUM
$1,617,059,502
Share
14.0%
Avg. per client
$115.5M
Charitable organizations
Clients
1
Regulatory AUM
$0
Share
0.0%
Avg. per client
$0
State or municipal government entities
Clients
14
Regulatory AUM
$2,033,285,516
Share
17.6%
Avg. per client
$145.2M
Insurance companies
Clients
3
Regulatory AUM
$347,058,779
Share
3.0%
Avg. per client
$115.7M

Total

Clients
51
Regulatory AUM
$11,537,550,643
Share
100%
Avg. per client
$226.2M

What it does

Cbre Investment Management Infrastructure provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and other arrangements.

Cbre Investment Management Infrastructure provided financial planning to 0 clients last fiscal year and advises 3 private funds.

100.0% of assets ($11.54B across 47 accounts) are managed with discretion. 78% of clients are outside the U.S., and 3 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Funds45%
  • Other55%
    • Private markets (private equity and infrastructure) co-investments and direct investments55%

Custodians

Cbre Investment Management Infrastructure has custody of client assets.

Managed account assets by custodian
  • All other custodians$11.54B100%

Ownership and leadership

Cbre Caledon Holdings, Inc. owns 75% or more of Cbre Investment Management Infrastructure.

Who owns the firm
Cbre Investment Management Infrastructure Inc.· the adviser

  • Cbre Caledon Holdings, Inc.

    Control person · since August 2017

    Owns 75% or more of Cbre Investment Management Infrastructure Inc.

Leadership

  • Lee Anderson
    Vice-President
  • Iris Chan
    Vice-President, Director
  • Jeffrey Deblock
    Vice President
  • Stephen Dowd
    President, Chief Investment Officer & Director
  • Robert Shaw
    Vice President
  • Alkinoi Spyratos
    Vice President
  • Dennis Pellarin
    Chief Operating Officer, Chief Finanical Officer, Director
  • Jacob Posen
    Secretary/Chief Compliance Officer, Director

Staff

  • 71 employees
  • 33 in advisory functions

Fees

Cbre Investment Management Infrastructure is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other.

Cbre Investment Management Infrastructure’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Cbre Investment Management Infrastructure has 2 offices, with 1 listed address with no US state reported.

Registration details

Legal name
Cbre Investment Management Infrastructure Inc.
Headquarters
120 Bremner BLVD, Suite 1100, Toronto, Ontario, Canada M5J 0A8
Phone
416-861-0700
Website
Not reported
SEC file
801-72582
Structure
corporation organized in Canada
Fiscal year end
December

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. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Cbre Investment Management Infrastructure have?

Cbre Investment Management Infrastructure has 51 clients and manages $11.5 billion for them, as of March 2026. They include 14 pension and profit-sharing plans, 14 state or municipal government entities and 13 pooled investment vehicles.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Cbre Investment Management Infrastructure offer?

Cbre Investment Management Infrastructure 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

How many financial advisors does Cbre Investment Management Infrastructure have?

Cbre Investment Management Infrastructure has 0 investment adviser representatives registered with state securities authorities, out of 71 employees, and 33 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

What does Cbre Investment Management Infrastructure invest in?

At the end of its last fiscal year, Cbre Investment Management Infrastructure’s separately managed accounts held 55% private markets (private equity and infrastructure) co-investments and direct investments and 45% pooled vehicles (private funds and similar). It advises 3 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Cbre Investment Management Infrastructure?

Cbre Investment Management Infrastructure is owned through a chain of holding companies by Cbre Group, Inc. and Cbre Holdco, Inc. Its direct owner is Cbre Caledon Holdings, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Cbre Investment Management Infrastructure get paid?

Cbre Investment Management Infrastructure is paid through a percentage of assets under management, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 158495.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

Download source data (JSON)How this directory is compiledReport a correction

This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Cbre Investment Management Infrastructure Inc. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.