CONSHOHOCKEN, PACRD 290078Latest ADV March 31, 2026
Centersquare Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated March 31, 2026, reports $13.7B in regulatory assets under management, 100 employees, 4 offices, and 138 accounts.
Assets Under Management
$13.7B
Employees
100
Offices
4 offices
Total Clients
101
Primary office
CONSHOHOCKEN, PA
EIGHT TOWER BRIDGE, 161 WASHINGTON STREET, 7TH FLOOR, CONSHOHOCKEN, PA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 29.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
29.7%
30
2
Pension Plans
24.8%
25
3
Government
23.8%
24
4
Investment Cos.
5.9%
6
5
PROPRIETARY SEED CAPITAL SMA & SINGLE INVESTOR LPS
5.9%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.7Bas of March 31, 2026
Discretionary94.6%
$12.9B
95% of total RAUM94.6%
Non-discretionary5.4%
$746M
5% of total RAUM5.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$13.7B
Total Accounts138
10Y AUM Change+$13.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees100
Clients per Employee1:1
10Y Employee Change+92 (+1150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.