CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC.
Adviser information for CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 74 |
|---|---|
| Investment Advisory/Research | 34 |
| Registered Broker-Dealer Representatives | 0 |
| 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 | 41 | $8.6B |
| Non-Discretionary | 0 | $0 |
| Total | 41 | $8.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 5 | $1.1B |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 10 | $3.7B |
| Pension and profit sharing plans | 14 | $1.6B |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | 14 | $2.1B |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $103.8M |
| 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 | 5 |
| No. of Non-U.S. Clients | 81 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesCARRIED INTEREST |
Identifiers
| SEC RIA File Number | 801-72582 |
|---|---|
| SEC ERA File Number | 801-72582 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158495 |
| Legal Entity Identifier | None |
Principal Office
120 BREMNER BLVDSUITE 1100
TORONTO, ONTARIO
Canada
Monday - Friday, 8:30AM - 5:00PM
Tel: 416-861-0700, Fax: None
Chief Compliance Officer
JACOB POSEN
GENERAL COUNSEL, PRIVATE INFRASTRUCTURE
120 BREMNER BLVD
SUITE 1100
TORONTO, ONTARIO
Canada
Tel:
1-647-660-3405
Fax:
416-861-0770
J**********@*********M
(Full email address available in API data)
Regulatory Contact
DENNIS PELLARIN
CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER
120 BREMNER BLVD
SUITE 1100
TORONTO, ONTARIO
Canada
Tel:
416-861-2292
Fax:
416-861-0770
D**************@*********M
(Full email address available in API data)
Industry Affiliates
| CBRE CAPITAL ADVISORS, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CBRE EQUITY INVESTMENT MANAGEMENT (SHANGHAI) CO., LTD. | Other investment adviser, including financial planners |
| CBRE GLOBAL INFRASTRUCTURE GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| CBRE INVESTMENT MANAGEMENT | 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 (UK FUNDS) LIMITED | Other investment adviser, including financial planners |
| CBRE INVESTMENT MANAGEMENT AUSTRALIA PTY LIMITED | 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 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, INC. | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CBRE GLOBAL INFRASTRUCTURE FUND HOLDINGS I, LP | Private Equity Fund | $3,254.0M | $10.0M | 45 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DOWD, STEPHEN, DONALD | Individual | – | PRESIDENT, CHIEF INVESTMENT OFFICER & DIRECTOR | 07/2021 | < 5% |
| DEBLOCK, JEFFREY, JAMES | Individual | – | VICE PRESIDENT | 01/2017 | < 5% |
| PELLARIN, DENNIS, NMN | Individual | – | CHIEF OPERATING OFFICER, CHIEF FINANICAL OFFICER, DIRECTOR | 07/2021 | < 5% |
| CBRE CALEDON HOLDINGS, INC. | Foreign Entity | – | SHAREHOLDER | 08/2017 | > 75% |
| CBRE LIMITED | Foreign Entity | CBRE CALEDON HOLDINGS, INC. | SHAREHOLDER | 08/2021 | > 75% |
| CBRE, INC. | Domestic Entity | CBRE PARTNER, INC. | SHAREHOLDER | 12/2023 | > 75% |
| CBRE SERVICES, INC. | Domestic Entity | CBRE, INC. | SHAREHOLDER | 01/2024 | > 75% |
| CBRE GROUP, INC. | Domestic Entity | CBRE SERVICES, INC. | SHAREHOLDER | 07/2001 | > 75% |
| KOETTERING, ANDREAS, HERMANN | Individual | – | VICE PRESIDENT/DIRECTOR | 08/2018 | < 5% |
| CBRE HOLDCO, INC. | Domestic Entity | CBRE US LIFTCO, LLC | SHAREHOLDER | 12/2023 | > 75% |
| SPYRATOS, ALKINOI | Individual | – | VICE PRESIDENT | 04/2019 | < 5% |
| POSEN, JACOB, DAVID | Individual | – | SECRETARY/CHIEF COMPLIANCE OFFICER | 07/2021 | < 5% |
| ANDERSON, LEE, GEOFFREY GRANT | Individual | – | VICE-PRESIDENT | 07/2021 | < 5% |
| CHAN, IRIS, SHUN YEE | Individual | – | VICE-PRESIDENT | 07/2021 | < 5% |
| VALE, AARON, ZACHARIAH | Individual | – | VICE-PRESIDENT | 07/2021 | < 5% |
| SHAW, ROBERT, WILLIAM | Individual | – | VICE PRESIDENT | 07/2021 | < 5% |
| VIENS, NATHALIE, LISA | Individual | – | VICE PRESIDENT | 06/2023 | < 5% |
| CBRE CANADA LIFTCO 1, ULC | Foreign Entity | CBRE LIMITED | SHAREHOLDER | 12/2023 | > 75% |
| CBRE US LIFTCO, LLC | Domestic Entity | CBRE CANADA LIFTCO 1, ULC | SHAREHOLDER | 12/2023 | > 75% |
| CBRE PARTNER, INC. | Domestic Entity | CBRE HOLDCO, INC. | SHAREHOLDER | 12/2023 | > 75% |