CBRE GLOBAL VALUE INVESTORS, LLC
Adviser information for CBRE GLOBAL VALUE INVESTORS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 196 |
|---|---|
| Investment Advisory/Research | 118 |
| Registered Broker-Dealer Representatives | 11 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 9 | $6.8B |
| Non-Discretionary | 0 | $0 |
| Total | 9 | $6.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 9 | $6.8B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesACQUISITION AND DISPOSITION FEES |
Identifiers
| SEC RIA File Number | 801-56790 |
|---|---|
| SEC ERA File Number | 801-56790 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111590 |
| Legal Entity Identifier | None |
Principal Office
200 PARK AVENUESUITE 2001
NEW YORK
NY
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 212-824-2150, Fax: None
Chief Compliance Officer
SCOTT CAMPBELL
601 S. FIGUEROA STREET
49TH FLOOR
LOS ANGELES
CA
United States
Tel:
213-683-4337
S*************@*******M
(Full email address available in API data)
Industry Affiliates
| CB RICHARD ELLIS INVESTORS SP ASIA LLC | Other investment adviser, including financial planners |
| CB RICHARD ELLIS PARTNERS U.S. OPPORTUNITY 5 GP, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CB RICHARD ELLIS SPA II GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CBRE CAPITAL ADVISORS, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CBRE GLOBAL INVESTORS HEADWAY GP, LLC | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT (ASIA PACIFIC) PTE. LTD. | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT (KOREA) LIMITED | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT (SHANGHAI) CO., LTD. | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT (SHANGHAI) CO., LTD. | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT (UK FUNDS) LIMITED | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT AUSTRALIA PTY LIMITED | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT BERKMAN, LLC | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT EMEA AIFM B.V. | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT FUND S.A R.L. | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT JAPAN K.K. | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS JAPAN K.K. | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS PTY. LTD. | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT LUXEMBOURG AIFM S.A R.L. | Other investment adviser, including financial planners |
| CBRE OVERSEAS INVESTMENT MANAGEMENT (SHANGHAI) CO., LTD. | Other investment adviser, including financial planners |
| CBRE SP U.S. OPPORTUNITY 5 WOOD PARTNERS GP, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CBRE STRATEGIC PARTNERS U.S. VALUE 7 GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CBRE STRATEGIC PARTNERS U.S. VALUE 8 GP LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CBRE STRATEGIC PARTNERS U.S. VALUE 9 GP, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CBRE U.S. CORE PARTNERS GP, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CBRE U.S. CREDIT PARTNERS GP, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CBRE U.S. DEVELOPMENT PARTNERS 5 GP, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CBRE U.S. LOGISTICS PARTNERS GP, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CBRE U.S. VENTURE DEBT GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CBRE US MALL PARTNERS GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CBRE WOOD PARTNERS DEVELOPMENT 4 GP, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CBRE WOOD PARTNERS DEVELOPMENT FUND 3 GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CBRE, INC. | Real estate broker or dealer |
| USDP5 MCMILLAN CO-INVESTMENT GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CBRE SP U.S. OPPORTUNITY 5 WOOD PARTNERS L.P. | Real Estate Fund | $3.3M | $5.0M | 1 |
| CBRE STRATEGIC PARTNERS U.S. OPPORTUNITY 5 LIQUIDATING TRUST | Real Estate Fund | $4.6M | $5.0M | 87 |
| CBRE STRATEGIC PARTNERS U.S. VALUE 7 LIQUIDATING TRUST | Real Estate Fund | $0.3M | $10.0M | 27 |
| CBRE STRATEGIC PARTNERS U.S. VALUE 8, LP | Hedge Fund | $2,288.1M | $5.0M | 26 |
| CBRE STRATEGIC PARTNERS U.S. VALUE 9, LP | Hedge Fund | $3,919.5M | $5.0M | 35 |
| CBRE U.S. DEVELOPMENT PARTNERS 2900 MLK CIV, LP | Hedge Fund | $34.0M | $50.0M | 5 |
| CBRE U.S. DEVELOPMENT PARTNERS 5, LP | Hedge Fund | $309.1M | $50.0M | 4 |
| CBRE WOOD PARTNERS DEVELOPMENT 4, LP | Real Estate Fund | $39.5M | $10.0M | 7 |
| USDP5 MCMILLAN CO-INVESTMENT, LP | Hedge Fund | $174.8M | $50.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CBRE SERVICES, INC. | Domestic Entity | CBRE, INC. | SHAREHOLDER | 01/2024 | > 75% |
| CBRE INVESTMENT MANAGEMENT, LLC | Domestic Entity | – | MANAGING MEMBER | 06/1999 | > 75% |
| CBRE, INC. | Domestic Entity | CBRE IM US HOLDCO, LLC. | MEMBER | 11/2023 | > 75% |
| CBRE GROUP, INC. | Domestic Entity | CBRE SERVICES, INC. | SHAREHOLDER | 07/2001 | > 75% |
| ZARGAROF, PASHA, NMN | Individual | – | GENERAL COUNSEL/MEMBER OF BOARD OF MANAGERS | 01/2008 | < 5% |
| GLANZMAN, ANDREW, ROBERT | Individual | – | PRESIDENT | 08/2018 | < 5% |
| ZIEGER, IAN, BRANDAN | Individual | – | VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | 01/2019 | < 5% |
| MINETTI, MARIA, MANCINI | Individual | – | SENIOR VICE PRESIDENT, CHIEF TAX OFFICER AND TREASURER /MEMBER OF BOARD OF MANAGERS | 03/2022 | < 5% |
| CAMPBELL, SCOTT, CAMERON | Individual | – | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND ASSISTANT SECRETARY | 05/2022 | < 5% |
| CBRE IM US HOLDCO, LLC. | Domestic Entity | CBRE INVESTMENT MANAGEMENT, LLC | MEMBER | 11/2023 | > 75% |