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Centersquare Investment Management Holdings, Inc. (Plymouth Meeting)


Centersquare Investment Management Holdings, Inc. is a large advisory firm based in Plymouth Meeting. It manages $577.44 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Pennsylvania, Texas, and Washington.

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Centersquare Investment Management Holdings provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Centersquare Investment Management Holdings: assets under management

The assets under management (AUM) of Centersquare Investment Management Holdings, Inc. is $577.44 million. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $187.26 million in discretionary accounts and $390.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.45 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $195.09 million.
Centersquare Investment Management Holdings has custody of $561.48 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Centersquare Investment Management Holdings, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Plymouth Meeting

The principal office where Centersquare Investment Management Holdings, Inc. performs its advisory services is located at 630 W Germantown Pike, Plymouth Meeting, PA 19462, which is also the mailing address of the firm. An additional office of the firm is in Newport Beach, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-834-9500 or by fax 610-834-9505. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at bnymellon.com.


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