{"url":"https://nivawealth.com/firms/centersquare-investment-management-290078","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290078","regulatoryAum":13695107341,"crd":"290078","secFileNumber":"801-111965","legalName":"Centersquare Investment Management LLC","displayName":"Centersquare Investment Management","website":"http://www.centersquare.com","linkedinUrl":"https://www.linkedin.com/company/centersquare/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"Eight Tower Bridge, 161 Washington Street, 7th Floor","city":"Conshohocken","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19428"},"tradeNames":[],"registration":{"secApproved":"27 October 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control person, since January 2014.","parent":"Lovell Minnick Equity Partners IV LP"},{"label":"Fund IV Ugp LLC","detail":"Indirect owner: a general partner of Lovell Minnick Equity Advisors IV LP in the 75% or more band and a control person, since January 2014.","parent":"Lovell Minnick Equity Advisors IV LP"},{"label":"Lovell Minnick Partners LLC","detail":"Indirect owner: a managing member of Fund IV Ugp LLC in the 75% or more band and a control person, since January 2014.","parent":"Fund IV Ugp LLC"},{"label":"Centersquare Management Equity Holdings LLC","detail":"Indirect owner: a member of Centersquare Investment Management Holdings LLC in the 25% to 50% band and a control person, since August 2017.","parent":"Centersquare Investment Management Holdings LLC"},{"label":"Eric Briddell","detail":"Indirect owner: a member of Centersquare Management Equity Holdings LLC in the 25% to 50% band and a control person, since August 2017.","parent":"Centersquare Management Equity Holdings 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Centersquare Investment Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Centersquare Investment Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Centersquare Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Centersquare Investment Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Centersquare Investment Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Centersquare Investment Management get paid?","answer":"Centersquare Investment Management is paid through a percentage of assets under management, performance-based fees and other arrangements. 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