Centersquare Investment Management
advisor12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-1 YoYRank #2052 of mapped providers
Assets under administration$36.0B0.0%Market share · rank #416
Fees received$3MMedian $112,594/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Centersquare Investment Management plan look like?
Service mix · median fees per plan
Count of plans where Centersquare Investment Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 6 | $97,066 | |
Other fees; Investment management fees paid indirectly by plan; Soft dollars commissionsCode 52 | 1 | $1,087,651 |
Competitor overlap
Percent of Centersquare Investment Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Centersquare Investment Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Centersquare Investment Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF THE TRUSTEES OF THE PAINTING INDUSTRY OF HAWAII ANNUITY TRUSTHI · 996032984-001 | SingerLewak LLP | $100M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $755,674 | 7y | - |
THE GOLDMAN SACHS GROUP, INC.NY · 134019460-001 | $12.8B | 49,526 | $815,518 | 10y | - |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-002 | $5.5B | 115,646 | $1M | 10y | - |
TEAMSTERS NEGOTIATED PENSION PLANMO · 436196083-001 | $713M | 6,694 | $112,594 | 10y | - |
INDEPENDENCE BLUE CROSS, LLCPA · 463867722-001 | $687M | 3,786 | $74,184 | 3y | - |
TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUNDMI · 386233977-001 | $545M | 5,375 | $81,537 | 4y | - |
TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUNDMI · 386105633-001 | $422M | 3,275 | $63,825 | 8y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (12)
Raw Schedule C names collapsed into Centersquare Investment Management.
- BCF
- BCG PENSION RISK CONS.
- CENTERSQUARE INV MNGMT INC.
- CENTERSQUARE INVESMENT MANAGEMENT
- CENTERSQUARE INVESTMENT MANAGEMENT
- CENTERSQUARE INVESTMENT MANAGEMENT,
- CENTERSQUARE INVESTMENT MGMT INC.
- CENTERSQUARE INVESTMENT MGMT LLC
- CENTERSQUARE INVESTMENT MGMT, INC.
- CENTERSQUARE INVESTMENT MGMT, LLC
- CENTERSQUARE INVESTMENT MGMT, LLC.
- CENTERSQUARE INVESTMENT MGMT., INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Centersquare Investment Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Centersquare Investment Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Centersquare Investment Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Morgan Lewis & Bockius LLP | 2 | 28.6% |
| Watkins Pawlick Calati & Prifti PC | 2 | 28.6% |
| Hammond & Shinners PC | 1 | 14.3% |
| Jennings Strouss & Salmon | 1 | 14.3% |
| Pierce Firm PLLC | 1 | 14.3% |