# Centersquare Investment Management LLC

> 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.

- CRD: 290078
- Filed as: CENTERSQUARE INVESTMENT MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290078
- AdvisorCensus page: https://advisorcensus.com/firm/centersquare-investment-management-llc-conshohocken-pa-290078

## Quick answers

**How is Centersquare Investment Management LLC compensated?**
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.

**Where is Centersquare Investment Management LLC located?**
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).

**Is Centersquare Investment Management LLC registered with the SEC or a state?**
Centersquare Investment Management LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290078.

**How much does Centersquare Investment Management LLC manage?**
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).

**How have Centersquare Investment Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Centersquare Investment Management LLC serve?**
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).

**Which custodians does Centersquare Investment Management LLC use?**
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.

**Does Centersquare Investment Management LLC report any disciplinary disclosures?**
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

**What changed in Centersquare Investment Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 61 to 57. Changed its office addresses in New York, NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Bank of New York Mellon
- Citibank, N.A.
- Northern Trust
- State Street

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.

### Regulatory assets under management (Item 5.F)
- Total: $13,695,107,341
- Discretionary: $12,949,068,349
- Non-discretionary: $746,038,992

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 6 | $1,657,935,519 |
| Pooled investment vehicles (other than investment companies and business development companies) | 30 | $1,890,686,978 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 25 | $4,256,999,639 |
| Charitable organizations | 3 | $480,194,581 |
| State or municipal government entities (including government pension plans) | 24 | $4,624,168,161 |
| Other investment advisers | 2 | $125,058,497 |
| Insurance companies | 3 | $495,551,093 |
| Corporations or other businesses not listed above | 2 | $17,181,529 |
| Other | 6 | $147,331,344 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 100 total, 57 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, NY, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Central Singapore
- London
- New York, NY
- Newport Beach, CA

### Websites listed on Form ADV (Item 1.I)
- centersquare.com
- LinkedIn @CENTERSQUARE
- X @CtrSquare

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $10,176,893,178 | 78 | April 30, 2021 |
| October 2022 | $14,094,556,742 | 84 | March 31, 2022 |
| October 2023 | $11,754,262,281 | 97 | April 27, 2023 |
| October 2024 | $12,157,447,110 | 94 | August 1, 2024 |
| October 2025 | $13,424,841,442 | 101 | March 31, 2025 |
| October 2026 | $13,695,107,341 | 100 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 61 to 57.
- Changed its office addresses in New York, NY.

### February 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Centersquare Investment Management LLC (CRD 290078): Form ADV filing data as of October 2026.