{
  "crd_number": 290078,
  "slug": "centersquare-investment-management-llc-conshohocken-pa-290078",
  "primary_business_name": "CENTERSQUARE INVESTMENT MANAGEMENT LLC",
  "legal_name": "CENTERSQUARE INVESTMENT MANAGEMENT LLC",
  "dbas": [],
  "city": "Conshohocken",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-10-27",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 13695107341.0,
  "raum_discretionary": 12949068349.0,
  "raum_non_discretionary": 746038992.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 100,
  "advisory_employees": 57,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 147331344.0,
      "count": 6,
      "description": "PROPRIETARY SEED CAPITAL SMA & SINGLE INVESTOR LPS"
    },
    "charitable": {
      "raum": 480194581.0,
      "count": 3
    },
    "state_municipal": {
      "raum": 4624168161.0,
      "count": 24
    },
    "insurance_companies": {
      "raum": 495551093.0,
      "count": 3
    },
    "investment_companies": {
      "raum": 1657935519.0,
      "count": 6
    },
    "pension_profit_sharing": {
      "raum": 4256999639.0,
      "count": 25
    },
    "other_investment_advisers": {
      "raum": 125058497.0,
      "count": 2
    },
    "pooled_investment_vehicles": {
      "raum": 1890686978.0,
      "count": 30
    },
    "corporations_other_businesses": {
      "raum": 17181529.0,
      "count": 2
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NY",
    "PA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://centersquare.com",
    "https://linkedin.com/COMPANY/CENTERSQUARE",
    "https://twitter.com/CtrSquare"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290078",
  "city_as_filed": "CONSHOHOCKEN",
  "url": "https://advisorcensus.com/firm/centersquare-investment-management-llc-conshohocken-pa-290078",
  "display_name": "Centersquare Investment Management LLC",
  "summary": "Centersquare Investment Management LLC is an SEC-registered investment advisory firm in Conshohocken, PA, registered since 2017, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Centersquare Investment Management LLC (CRD 290078): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Centersquare Investment Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Centersquare Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "Where is Centersquare Investment Management LLC located?",
      "a": "Centersquare Investment Management LLC's principal office is in Conshohocken, PA, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Centersquare Investment Management LLC registered with the SEC or a state?",
      "a": "Centersquare Investment Management LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290078."
    },
    {
      "q": "How much does Centersquare Investment Management LLC manage?",
      "a": "Centersquare Investment Management LLC reports $13,695,107,341 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (95% discretionary)."
    },
    {
      "q": "How have Centersquare Investment Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Centersquare Investment Management LLC: Regulatory assets under management: $10,176,893,178 in the October 2021 data and $13,695,107,341 in the October 2026 data, up 35%. Total employees: 78 in October 2021 and 100 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Centersquare Investment Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (30); pension and profit sharing plans (but not the plan participants or government pension plans) (25); state or municipal government entities (including government pension plans) (24)."
    },
    {
      "q": "Which custodians does Centersquare Investment Management LLC use?",
      "a": "Centersquare Investment Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York Mellon, Citibank, N.A., Northern Trust and State Street as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Centersquare Investment Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290078"
    },
    {
      "q": "What changed in Centersquare Investment Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 61 to 57. Changed its office addresses in New York, NY."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 10176893178.0,
      "total_employees": 78,
      "filing_date": "2021-04-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 14094556742.0,
      "total_employees": 84,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 11754262281.0,
      "total_employees": 97,
      "filing_date": "2023-04-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 12157447110.0,
      "total_employees": 94,
      "filing_date": "2024-08-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 13424841442.0,
      "total_employees": 101,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 13695107341.0,
      "total_employees": 100,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 61 to 57.",
        "Changed its office addresses in New York, NY."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank of New York Mellon",
      "name_as_filed": "BANK OF NEW YORK MELLON",
      "affiliated": false
    },
    {
      "name": "Citibank, N.A.",
      "name_as_filed": "CITIBANK, N.A.",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "State Street",
      "name_as_filed": "STATE STREET",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/centersquare-investment-management-llc-conshohocken-pa-290078.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1657935519.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 1890686978.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 25,
      "fewer_than_5": false,
      "raum": 4256999639.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": false,
      "raum": 480194581.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 24,
      "fewer_than_5": false,
      "raum": 4624168161.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 2,
      "fewer_than_5": false,
      "raum": 125058497.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 3,
      "fewer_than_5": false,
      "raum": 495551093.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": false,
      "raum": 17181529.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 6,
      "fewer_than_5": false,
      "raum": 147331344.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290078",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}