Cb Richard Ellis Global Real Estate Securities, LLC (Baltimore)

Cb Richard Ellis Global Real Estate Securities, LLC is a large advisory firm based in Baltimore. It manages $2.5 billion of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Maryland.

Cb Richard Ellis Global Real Estate Securities provides portfolio management for investment companies, 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.

Cb Richard Ellis Global Real Estate Securities: assets under management

The assets under management (AUM) of Cb Richard Ellis Global Real Estate Securities, LLC is $2.5 billion. The firm's AUM has grown by 1627% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.27 billion in discretionary accounts and $234.72 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $78.24 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $78.24 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cb Richard Ellis Global Real Estate Securities, 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.

Careers at Cb Richard Ellis Global Real Estate Securities, LLC

Joshua Michael Anagnos joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Cb Richard Ellis Investors	Member	1 Nov 2004	50% - 75%	109981
W. Stevens Carroll	Chief executive officer	1 Nov 2004	Other	4474378
Jack Barthell	Chief financial and compliance officer	1 Nov 2004	Other	4872199
Jeremy Anagnos	Chief operating officer	1 Nov 2004	Other	4474381
Llc Global Real Estate Securities	Member	1 Nov 2004	25% - 50%	56-2466493
William Stevens Carroll	Chief executive officer	1 Nov 2004	Other	4474378
John Gary Barthell	Chief financial and compliance officer	1 Nov 2004	Other	4872199
Jeremy Michael Anagnos	Chief operating officer	1 Nov 2004	Other	4474381
William Munro Harris	Chief executive officer	1 Nov 2004	Other	4363203
Robert Howard Zerbst	Member of management committee	1 Nov 2004	Other	4363197
William Stevens Carroll	Chief compliance officer	1 Jan 2005	Other	4474378
William Kelso Morrill	Managing director	1 Sep 2006	Other	1426106
Shaun Michael O'connor	Chief financial officer	1 Oct 2008	Other	5617124
Peter Evan Dicorpo	Chief operating officer	1 Oct 2008	Other	5617128
Joshua Michael Anagnos	Chief compliance officer	1 Jul 2010	Other	4053238

Indirect Owners

The SEC currently registers 12 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Holdpar A	Member	1 Mar 2004	75% - 100%	95-4536362
L.P. Westmark Real Estate Acquisition Partnership	Partner	1 Mar 2004	75% - 100%	95-4535866
Jr. Inc. Vincent F. Martin	Partner	1 Mar 2004	75% - 100%	95-3695032
Inc. Cb Richard Ellis	Shareholder	1 Mar 2004	75% - 100%	95-2743174
Inc. Cb Richard Ellis Services	Shareholder	1 Mar 2004	75% - 100%	52-1616016
Inc. Cb Richard Ellis Group	Shareholder	1 Mar 2004	75% - 100%	94-3391143
Jack Barthell	Member	1 Jul 2004	25% - 50%	4872199
Jeremy Anagnos	Member	1 Jul 2004	25% - 50%	4474381
W. Stevens Carroll	Member	1 Jul 2004	25% - 50%	4474378
John Gary Barthell	Member	1 Jul 2004	25% - 50%	4872199
Jeremy Michael Anagnos	Member	1 Jul 2004	25% - 50%	4474381
William Stevens Carroll	Member	1 Jul 2004	25% - 50%	4474378

Based in Baltimore

The principal office where Cb Richard Ellis Global Real Estate Securities, LLC performs its advisory services is located at 250 W. Pratt Street, Baltimore, MD 21201 2496, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 410-244-7100 or by fax 410-244-3106. The normal business hours are 9:00am-5:00pm on Monday - Friday.