Cbre Global Value Investors, LLC (Los Angeles)

Name: Cbre Global Value Investors, LLC
Address: 601 S. Figueroa Street, Los Angeles, CA, 90017
Telephone: 213-683-4200

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.

Cbre Global Value Investors: assets under management

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 firm manages $5.18 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $517.69 million each.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cbre Global Value Investors serves?

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.

Careers at Cbre Global Value Investors, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Cbre Global Investors	Managing member	1 Jun 1999	75% - 100%	109981
Llc Cb Richard Ellis Investors	Managing member	1 Jun 1999	75% - 100%	109981
Pasha Zargarof	General counsel	1 Jan 2008	Other	5510793
Matthew Smith Khourie	Chief executive officer	1 Jul 2009	Other	5702588
Mario Arthur Indelicato	Chief compliance officer	1 Jul 2011	Other	4889081
Hendrikus Johannes Bernardus Voskuilen	Chief financial officer	1 Nov 2011	Other	6004580
Daniel Gerard Queenan	Chief operating officer	1 Aug 2015	Other	6580890
Thomas Ritson Ferguson	Global chief investment officer/chief executive officer/member of board of managers	1 Aug 2015	Other	4363319
Robert Stanley Tull	Chief compliance officer	1 Jan 2017	Other	3176647
Benjamin Macbrien Gray	Americas gc / chief compliance officer	1 Oct 2018	Other	7033470

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Cbre Group	Shareholder	1 Jul 2001	75% - 100%	94-3391143
Inc. Cbre Services	Member	1 Jul 2007	75% - 100%	52-1616016
Llc Cb/Tcc	Shareholder	1 Jul 2007	75% - 100%	26-0468617
Inc. Cb Holdco	Shareholder	1 Jul 2007	75% - 100%	26-0468454
Inc. Cbre	Member	1 Jul 2011	75% - 100%	95-2743174
Cb/Tcc Global Holdings Limited	Shareholder	1 Sep 2013	75% - 100%	98-0518702

Based in Los Angeles

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.