Cbre Global Value Investors, LLC is a large advisory firm based in Los Angeles. It manages $5.18 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Texas.
Cbre Global Value Investors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cbre Global Value Investors, LLC is $5.18 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cbre Global Value Investors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Cbre Global Value Investors is pooled investment vehicles with 10 clients and $5.18 billion of assets under management. Among the 10 most similar advisory firms, Cbre Global Value Investors has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $5.18 billion for 10 clients. None of the firm’s clients are foreign persons or businesses.
Cbre Global Value Investors also advises several private funds. Namely, five hedge funds and six real estate funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $50,000,000.
The company employs 52 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Benjamin Macbrien Gray joined the executive team most recently as the Americas Gc / Chief Compliance Officer.
The principal office where Cbre Global Value Investors, LLC performs its advisory services is located at 601 S. Figueroa Street, Los Angeles, CA 90017, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 213-683-4200 or by fax 213-683-4301. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at cbreglobalinvestors.com.