BELVERON REAL ESTATE PARTNERS, LLC
Adviser information for BELVERON REAL ESTATE PARTNERS, 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 | 22 |
|---|---|
| Investment Advisory/Research | 20 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 39 | $1.1B |
| Non-Discretionary | 0 | $0 |
| Total | 39 | $1.1B |
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 | 39 | $1.1B |
| 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 fees |
Identifiers
| SEC RIA File Number | 801-107301 |
|---|---|
| SEC ERA File Number | 801-107301 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282072 |
| Legal Entity Identifier | None |
Principal Office
220 MONTGOMERY STREETPH2
SAN FRANCISCO
CA
United States
Monday - Friday, 9AM-5PM
Tel: 415-273-6800, Fax: None
Chief Compliance Officer
SAMANTHA WATSON
220 MONTGOMERY STREET
PH2
SAN FRANCISCO
CA
United States
Tel:
415-273-6800
S*******@***********M
(Full email address available in API data)
Regulatory Contact
VLADIMIR SHLAFMAN
CHIEF FINANCIAL OFFICER
220 MONTGOMERY STREET
PH2
SAN FRANCISCO
CA
United States
Tel:
415-655-9823
V***@***********M
(Full email address available in API data)
Industry Affiliates
| BELVERON FLAGSHIP FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BELVERON SWEEPER FUND I GP, LLC. | Sponsor, GP, manager of pooled investment vehicles |
| BPRE FIVE, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BPRE FOUR LLC | Sponsor, GP, manager of pooled investment vehicles |
| BPRE ONE LLC | Sponsor, GP, manager of pooled investment vehicles |
| BPRE RC PROMOTE MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
| BPRE SIX LLC | Sponsor, GP, manager of pooled investment vehicles |
| BPRE THREE LLC | Sponsor, GP, manager of pooled investment vehicles |
| BPRE TWO LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AMHERST STREET HOLDINGS REIT, LLC | Real Estate Fund | $2.0M | $0.0M | 5 |
| BELVERON FLAGSHIP FUND VII INVESTOR, LP | Real Estate Fund | $61.6M | $0.1M | 69 |
| BELVERON FLAGSHIP FUND VII MASTER, LP | Real Estate Fund | $0.0M | $0.0M | 2 |
| BELVERON FLAGSHIP FUND VII PRESERVATION LP | Real Estate Fund | $80.6M | $0.5M | 3 |
| BELVERON FLAGSHIP FUND VII REIT LLC | Real Estate Fund | $0.0M | $0.0M | 126 |
| BELVERON FLAGSHIP FUND VII REIT PROPERTY OWNER LP | Real Estate Fund | $0.0M | $0.0M | 1 |
| BELVERON FUND IV REIT PROPERTY OWNER, LLC | Real Estate Fund | $0.0M | $0.0M | 2 |
| BELVERON FUND IV REIT, LLC | Real Estate Fund | $0.0M | $0.0M | 1 |
| BELVERON FUND V REIT PROPERTY OWNER, LLC | Real Estate Fund | $0.0M | $0.0M | 2 |
| BELVERON FUND V REIT, LLC | Real Estate Fund | $0.0M | $0.0M | 1 |
| BELVERON FUND VI REIT LLC | Real Estate Fund | $0.0M | $0.0M | 1 |
| BELVERON FUND VI REIT PROPERTY OWNER, LLC | Real Estate Fund | $0.0M | $0.0M | 3 |
| BELVERON PARTNERS FUND I LP | Real Estate Fund | $0.0M | $0.0M | 1 |
| BELVERON PARTNERS FUND II LP | Real Estate Fund | $0.0M | $0.1M | 1 |
| BELVERON PARTNERS FUND II SIDECAR LP | Real Estate Fund | $0.0M | $0.1M | 1 |
| BELVERON PARTNERS FUND III JV, LLC | Real Estate Fund | $0.0M | $0.0M | 2 |
| BELVERON PARTNERS FUND III LP | Real Estate Fund | $13.4M | $0.1M | 65 |
| BELVERON PARTNERS FUND III VENTURE LP | Real Estate Fund | $24.5M | $3.8M | 4 |
| BELVERON PARTNERS FUND IV JV, LLC | Real Estate Fund | $0.0M | $0.0M | 2 |
| BELVERON PARTNERS FUND IV LP | Real Estate Fund | $12.0M | $0.1M | 63 |
| BELVERON PARTNERS FUND IV VENTURE LP | Real Estate Fund | $32.9M | $3.1M | 5 |
| BELVERON PARTNERS FUND V JV, LLC | Real Estate Fund | $0.0M | $0.0M | 2 |
| BELVERON PARTNERS FUND V TE, LP | Real Estate Fund | $43.7M | $3.0M | 5 |
| BELVERON PARTNERS FUND V VENTURE, LP | Real Estate Fund | $154.1M | $4.0M | 4 |
| BELVERON PARTNERS FUND V, LP | Real Estate Fund | $82.5M | $0.1M | 82 |
| BELVERON PARTNERS FUND VI JV, LLC | Real Estate Fund | $0.0M | $0.0M | 4 |
| BELVERON PARTNERS FUND VI PRESERVATION, LP | Real Estate Fund | $37.0M | $3.0M | 4 |
| BELVERON PARTNERS FUND VI TX REIT, LLC | Real Estate Fund | $0.0M | $0.0M | 1 |
| BELVERON PARTNERS FUND VI VENTURE, LP | Real Estate Fund | $96.9M | $4.4M | 4 |
| BELVERON PARTNERS FUND VI, LP | Real Estate Fund | $75.1M | $0.1M | 75 |
| BELVERON SWEEPER FUND I LP | Real Estate Fund | $11.4M | $0.0M | 30 |
| BPRE RC PROMOTE 2 LLC | Real Estate Fund | $109.9M | $0.0M | 2 |
| BPRE RC PROMOTE LLC | Real Estate Fund | $235.2M | $0.0M | 2 |
| CONFIER STRATEGIC PARTNERS, LLC | Real Estate Fund | $12.2M | $0.0M | 5 |
| EVERGREEN HOLDINGS REIT, LLC | Real Estate Fund | $2.6M | $0.0M | 5 |
| MERCANTILE AFFORDABLE MEMBERS, LLC | Real Estate Fund | $5.7M | $0.0M | 4 |
| PRESERVATION V PARENT ALTERNATE INVESTMENT VEHICLE LLC | Real Estate Fund | $20.9M | $0.0M | 5 |
| PRESERVATION VI PARENT ALTERNATE INVESTMENT VEHICLE LLC | Real Estate Fund | $0.3M | $0.0M | 4 |
| STARRETT CITY AFFORDABLE LP, LLC | Real Estate Fund | $0.2M | $0.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Odland, Paul, Thomas | Individual | – | FOUNDER AND MANAGING PARTNER | 08/2006 | < 5% |
| ODLAND-PARAISO 2004 FAMILY TRUST | Domestic Entity | – | OWNER | 05/2004 | > 75% |
| Odland, Paul, Thomas | Individual | ODLAND-PARAISO 2004 FAMILY TRUST | TRUSTEE | 05/2004 | |
| PARAISO, MICHELLE S | Individual | ODLAND-PARAISO 2004 FAMILY TRUST | TRUSTEE | 05/2004 | |
| Watson, Samantha, Anne | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2020 | < 5% |
| PLATTNER, JOSH | Individual | – | CHIEF INVESTMENT OFFICER | 03/2022 | < 5% |
| SHLAFMAN, VLADIMIR | Individual | – | CHIEF FINANCIAL OFFICER | 04/2022 | < 5% |