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Centersquare Investment Management

SEC-registered adviser since 2017Conshohocken, PACRD 290078

$13.7B
AUM
101
Clients
See fees
Fee
57
Advisory staff

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

Centersquare Investment Management is an investment adviser headquartered in Conshohocken, Pennsylvania, and registered with the SEC since 2017. Its clients include state or municipal government entities, pension and profit-sharing plans, and pooled investment vehicles.

Its services include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. Fee arrangements include a percentage of assets under management, performance-based fees and other arrangements. Centersquare Investment Management Holdings LLC owns 75% or more of Centersquare Investment Management, and Eric Briddell is its CEO.

Clients

Centersquare Investment Management serves 101 clients, 30 of them pooled investment vehicles. The average client has about $136 million with the firm.

Regulatory assets by client type
  • Investment companies6 clients12%
  • Pooled investment vehicles30 clients14%
  • Pension and profit-sharing plans25 clients31%
  • Charitable organizations3 clients4%
  • State or municipal government entities24 clients34%
  • OtherInsurance companies, Other investment advisers, Corporations and other businesses, Other6%
Show client breakdown
Investment companies
Clients
6
Regulatory AUM
$1,657,935,519
Share
12.1%
Avg. per client
$276.3M
Pooled investment vehicles
Clients
30
Regulatory AUM
$1,890,686,978
Share
13.8%
Avg. per client
$63.0M
Pension and profit-sharing plans
Clients
25
Regulatory AUM
$4,256,999,639
Share
31.1%
Avg. per client
$170.3M
Charitable organizations
Clients
3
Regulatory AUM
$480,194,581
Share
3.5%
Avg. per client
$160.1M
State or municipal government entities
Clients
24
Regulatory AUM
$4,624,168,161
Share
33.8%
Avg. per client
$192.7M
Other investment advisers
Clients
2
Regulatory AUM
$125,058,497
Share
0.9%
Avg. per client
$62.5M
Insurance companies
Clients
3
Regulatory AUM
$495,551,093
Share
3.6%
Avg. per client
$165.2M
Corporations and other businesses
Clients
2
Regulatory AUM
$17,181,529
Share
0.1%
Avg. per client
$8.59M
Other
Clients
6
Regulatory AUM
$147,331,344
Share
1.1%
Avg. per client
$24.6M

Total

Clients
101
Regulatory AUM
$13,695,107,341
Share
100%
Avg. per client
$135.6M

What it does

Centersquare Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, performance-based fees and other arrangements.

Centersquare Investment Management advises 19 private funds.

94.6% of assets ($12.95B across 117 accounts) are managed with discretion; $746.0M across 21 accounts are not. $25.9M sits in a wrap fee program the firm both sponsors and manages. 11% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks85%
  • Cash1%
  • Other14%
    • Private real estate, private real estate debt, and private company separate account investments14%

Custodians

Centersquare Investment Management’s client accounts are held mainly at Northern Trust, with 17% of managed assets, and Bank of New York Mellon, with 16%. Centersquare Investment Management has custody of $1.82B for 39 clients.

Managed account assets by custodian
  • State StreetState Street · Boston, MA · $1.32B10%
  • Bank of New York MellonBank of New York Mellon · New York, NY · $2.20B16%
  • Northern TrustNorthern Trust · Chicago, IL · $2.32B17%
  • Citibank, N.A.Citibank, N.A. · London · $1.92B14%
  • All other custodians$5.93B43%

Ownership and leadership

Centersquare Investment Management Holdings LLC owns 75% or more of Centersquare Investment Management, and Eric Briddell is its CEO.

Who owns the firm
Centersquare Investment Management LLC· the adviser

  • Centersquare Investment Management Holdings LLC

    Control person · since September 2017

    Owns 75% or more of Centersquare Investment Management LLC

Leadership

  • Eric Briddell
    Chief Executive Officer
  • Robert Law
    Chief Financial Officer
  • Michael Brophy
    Chief Compliance Officer
  • Casey Bottomley
    Chief People Officer
  • Chad Burkhardt
    Managing Director, Private Real Estate
  • Dean Frankel
    Co-Chief Investment Officer, Global Head of Real Estate Securities
  • Melissa Grady
    Chief Administrative Officer
  • Kristina Harshany
    Chief Marketing Officer
  • Robert Holuba
    Co-Chief Investment Officer, Managing Director, Private Real Estate
  • Scott Maguire
    Managing Director, Global Head of Real Estate Securities Solutions
  • Jeffrey Reder
    Managing Director, Private Real Estate

Staff

  • 100 employees
  • 57 in advisory functions
  • 7 broker-dealer reps
  • 5 soliciting firms

Reported holdings

Centersquare Investment Management’s reported 13F holdings total $11.72B across 80 positions, and the ten largest make up 53.6% of it.

$11.72B
Reported 13F value
80
Positions
53.6%
In the 10 largest
+21.1%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Welltower Inc.10.9%
  2. Equinix Inc.8.1%
  3. Prologis Trust8.1%
  4. Digital Realty Trust Inc.5.5%
  5. Ventas Inc.5.0%
  6. Brixmor Property Group Inc.3.3%
  7. Public Storage Inc.3.3%
  8. Extra Space Storage Inc.3.2%
  9. Udr Inc.3.1%
  10. Simon Property Group Inc.3.1%

Together, the ten largest are 53.6% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 7 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $11.72B is not its $13.70B in regulatory assets and does not represent any individual client's portfolio.

Fees

Centersquare Investment Management is paid through a percentage of assets under management, performance-based fees and other.

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

Offices and registrations

Besides its headquarters, Centersquare Investment Management has 4 offices, with 3 listed addresses across 3 states.

Listed office addresses by state

Pennsylvania · 1 listed address

  • Eight Tower Bridge, 161 Washington Street, 7th Floor, ConshohockenHQ

Registration details

Legal name
Centersquare Investment Management LLC
Headquarters
Eight Tower Bridge, 161 Washington Street, 7th Floor, Conshohocken, PA 19428
Phone
610-834-9500
Website
www.centersquare.com
SEC file
801-111965
Structure
Delaware LLC
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 Centersquare Investment Management have?

Centersquare Investment Management has 101 clients and manages $13.7 billion for them, as of March 2026. They include 30 pooled investment vehicles, 25 pension and profit-sharing plans and 24 state or municipal government entities.

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

What services does Centersquare Investment Management offer?

Centersquare Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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

Which custodians does Centersquare Investment Management use?

Centersquare Investment Management’s separately managed account assets are held at Northern Trust (Chicago, IL), with $2,319,603,968, Bank of New York Mellon (New York, NY), with $2,200,250,429, Citibank, N.A. (London), with $1,923,605,983 and State Street (Boston, MA), with $1,321,922,349. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026

How many financial advisors does Centersquare Investment Management have?

Centersquare Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 100 employees, and 57 perform investment advisory functions. 7 are registered representatives of a broker-dealer and 0 are 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 Centersquare Investment Management invest in?

At the end of its last fiscal year, Centersquare Investment Management’s separately managed accounts held 85% exchange-traded equities, 14% private real estate, private real estate debt, and private company separate account investments and 1% cash and equivalents. It advises 19 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 Centersquare Investment Management?

Centersquare Investment Management is owned through a chain of holding companies by Lovell Minnick Equity Partners IV-A LP, Lovell Minnick Partners LLC and Eric Briddell. Its direct owner is Centersquare Investment Management Holdings LLC (75% or more).

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

How does Centersquare Investment Management get paid?

Centersquare Investment Management is paid through a percentage of assets under management, performance-based fees and other arrangements. 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

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 290078.
  3. Form 13F-HR, filed 7 August 2026 for the quarter ended 30 June 2026.

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

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Centersquare Investment Management LLC 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.