Centersquare Investment Management LLC
Conshohocken, PA·SEC-registered · CRD #290078
Centersquare Investment Management LLC is an SEC-registered investment advisory firm in Conshohocken, PA managing $14B across 159 client accounts, with 57 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
159
Advisory staff
57
Fee model
Fee-only
How Centersquare Investment Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Centersquare Investment Management LLC
How much does Centersquare Investment Management LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Centersquare Investment Management LLC reports $14B in regulatory assets under management across roughly 159 client accounts.
How does Centersquare Investment Management LLC charge?
Centersquare Investment Management LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Centersquare Investment Management LLC a fiduciary?
Yes. Centersquare Investment Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #290078), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Centersquare Investment Management LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Centersquare Investment Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Centersquare Investment Management LLC's public SEC Form ADV filing (CRD #290078, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Centersquare Investment Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Centersquare Investment Management LLC? Claim this profile.