ALBANY ROAD REAL ESTATE PARTNERS, LLC
ALBANY ROAD INVESTMENT ADVISERS, LLC Legal Name
Adviser information for ALBANY ROAD REAL ESTATE PARTNERS, LLC last updated from Form ADV on March 26th, 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 | 26 |
|---|---|
| Investment Advisory/Research | 16 |
| 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 | 5 | $1.0B |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $1.0B |
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 | 5 | $1.0B |
| 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 | 801-113074 |
|---|---|
| SEC ERA File Number | 801-113074 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 290302 |
| Legal Entity Identifier | None |
Principal Office
155 FEDERAL STREETSUITE 1202
BOSTON
MA
United States
Monday - Friday, 9AM-5PM
Tel: 617-279-2360, Fax: 617-279-2367
Chief Compliance Officer
DENISE MARIE ADAMCZYK
3 CANAL PLAZA
SUITE 100
PORTLAND
ME
United States
Tel:
484-205-9346
D**************@************M
(Full email address available in API data)
Regulatory Contact
JEFFREY BURKE
CHIEF FINANCIAL OFFICER
155 FEDERAL STREET
SUITE 1202
BOSTON
MA
United States
Tel:
617-279-2188
B****@*************M
(Full email address available in API data)
Industry Affiliates
| ALBANY ROAD REF II MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ALBANY ROAD REF III MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ALBANY ROAD SOF MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ALBANY ROAD II - UNIVERSITY OFFICE PARK LLC | Real Estate Fund | $63.6M | $0.1M | 77 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KNISLEY, CHRISTOPHER, JOHN | Individual | – | PRESIDENT, MANAGING PARTNER | 07/2012 | < 5% |
| CALLANDER, CLARK, NEWTON | Individual | – | MANAGING PARTNER | 07/2012 | < 5% |
| MCINERNEY, MARK, JEFFREY | Individual | – | MANAGING PARTNER | 07/2012 | < 5% |
| STRANDBERG, STEVEN, F (MI ONLY) | Individual | – | MANAGING PARTNER | 07/2012 | < 5% |
| CLOUD, JOSEPH, PRESCOTT | Individual | – | MANAGING PARTNER | 03/2021 | < 5% |
| EGAN, JOHN, MERRICK | Individual | – | MANAGING DIRECTOR | 04/2017 | < 5% |
| ALBANY ROAD REAL ESTATE PARTNERS LLC | Domestic Entity | – | OWNER | 10/2017 | > 75% |
| KNISLEY, CHRISTOPHER, JOHN | Individual | ALBANY ROAD REAL ESTATE PARTNERS LLC | MEMBER | 07/2012 | |
| BURKE, JEFFREY, MICHAEL | Individual | – | CHIEF FINANCIAL OFFICER | 01/2019 | < 5% |
| TALLAC PARTNERS LLC | Domestic Entity | ALBANY ROAD REAL ESTATE PARTNERS LLC | MEMBER | 07/2012 | 25-50% |
| 1797 PARTNERS LLC | Domestic Entity | ALBANY ROAD REAL ESTATE PARTNERS LLC | MEMBER | 07/2012 | 25-50% |
| LM PARTNERS LLC | Domestic Entity | ALBANY ROAD REAL ESTATE PARTNERS LLC | MEMBER | 07/2012 | 25-50% |
| FORESMAN, JEFFREY, ROBERT | Individual | – | MANAGING DIRECTOR | 09/2019 | < 5% |
| HOAG, BRANDON, LEE | Individual | – | MANAGING DIRECTOR | 04/2018 | < 5% |
| SILVESTRI, MATTHEW, CHARLES | Individual | – | CONTROLLER AND COMPLIANCE DIRECTOR | 03/2021 | < 5% |
| CALLANDER, CLARK, NEWTON | Individual | TALLAC PARTNERS LLC | MEMBER | 10/2002 | > 75% |
| MCINERNEY, MARK, JEFFREY | Individual | 1797 PARTNERS LLC | MEMBER | 06/2012 | > 75% |
| STRANDBERG, STEVEN, F (MI ONLY) | Individual | LM PARTNERS LLC | MEMBER | 06/2012 | > 75% |
| ALBRO, PETER | Individual | – | MANAGING DIRECTOR | 05/2021 | < 5% |
| JENKINS, WALTER W | Individual | – | MANAGING DIRECTOR | 02/2022 | < 5% |
| ADAMCZYK, DENISE, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2023 | < 5% |