{"url":"https://nivawealth.com/firms/cbre-investment-management-infrastructure-158495","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/158495","regulatoryAum":11537550643,"crd":"158495","secFileNumber":"801-72582","legalName":"Cbre Investment Management Infrastructure Inc.","displayName":"Cbre Investment Management Infrastructure","website":null,"linkedinUrl":"https://www.linkedin.com/company/2953351","founded":null,"organization":"corporation organized in Canada","fiscalYearEnd":"December","headquarters":{"street":"120 Bremner BLVD, Suite 1100","city":"Toronto, Ontario","state":"","stateName":"","country":"Canada","postalCode":"M5J 0A8"},"tradeNames":[],"registration":{"secApproved":"8 July 2011","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":71,"advisory":33,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":11537550643,"discretionaryAccounts":47,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":78,"nonAumClients":3},"clientTypes":[{"label":"Banking or thrift institutions","clients":6,"regulatoryAum":1255126000},{"label":"Pooled investment vehicles","clients":13,"regulatoryAum":6285020846},{"label":"Pension and profit-sharing plans","clients":14,"regulatoryAum":1617059502},{"label":"Charitable organizations","clients":1,"regulatoryAum":0},{"label":"State or municipal government entities","clients":14,"regulatoryAum":2033285516},{"label":"Insurance companies","clients":3,"regulatoryAum":347058779}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Cbre Investment Management Infrastructure has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Lee Anderson","title":"Vice-President","crd":"7447406"},{"name":"Iris Chan","title":"Vice-President, Director","crd":"7447456"},{"name":"Jeffrey Deblock","title":"Vice President","crd":"6777614"},{"name":"Stephen Dowd","title":"President, Chief Investment Officer & Director","crd":"1964231"},{"name":"Robert Shaw","title":"Vice President","crd":"5664100"},{"name":"Alkinoi Spyratos","title":"Vice President","crd":"7229013"},{"name":"Dennis Pellarin","title":"Chief Operating Officer, Chief Finanical Officer, Director","crd":"6925844"},{"name":"Jacob Posen","title":"Secretary/Chief Compliance Officer, Director","crd":"7447399"}],"ownership":[{"label":"Cbre Caledon Holdings, Inc.","detail":"Shareholder in the 75% or more ownership band and a control person, since August 2017."},{"label":"Cbre Limited","detail":"Indirect owner: a shareholder of Cbre Caledon Holdings, Inc. in the 75% or more band and a control person, since August 2021.","parent":"Cbre Caledon Holdings, Inc."},{"label":"Cbre, Inc.","detail":"Indirect owner: a shareholder of Cbre Partner, Inc. in the 75% or more band and a control person, since December 2023.","parent":"Cbre Partner, Inc."},{"label":"Cbre Services, Inc.","detail":"Indirect owner: a shareholder of Cbre, Inc. in the 75% or more band and a control person, since January 2024.","parent":"Cbre, 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 July 2001.","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 December 2023.","parent":"Cbre US Liftco, LLC"},{"label":"Cbre Canada Liftco 1, Ulc","detail":"Indirect owner: a shareholder of Cbre Limited in the 75% or more band and a control person, since December 2023.","parent":"Cbre Limited"},{"label":"Cbre US Liftco, LLC","detail":"Indirect owner: a shareholder of Cbre Canada Liftco 1, Ulc in the 75% or more band and a control person, since December 2023.","parent":"Cbre Canada Liftco 1, Ulc"},{"label":"Cbre Partner, Inc.","detail":"Indirect owner: a shareholder of Cbre Holdco Inc. in the 75% or more band and a control person, since December 2023.","parent":"Cbre Holdco Inc."},{"label":"Cbre Finance IV, LTD.","detail":"Indirect owner: a shareholder of Cbre US Liftco, LLC in the 50% to 75% band and a control person, since December 2024.","parent":"Cbre US Liftco, LLC"},{"label":"Cbre Holdco Inc.","detail":"Indirect owner: a shareholder of Cbre Finance IV, LTD. in the 75% or more band and a control person, since December 2023.","parent":"Cbre Finance IV, LTD."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"416-861-0700","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":45},{"label":"Other","percent":55,"detail":"Private Markets (private Equity and Infrastructure) Co-Investments and Direct Investments"}],"privateFunds":3},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/158495/PDF/158495.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 Infrastructure have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cbre Investment Management Infrastructure offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Cbre Investment Management Infrastructure have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cbre Investment Management Infrastructure invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cbre Investment Management Infrastructure?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cbre Investment Management Infrastructure get paid?","answer":"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","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."}