AECOM CAPITAL REAL ESTATE, LLC
Adviser information for AECOM CAPITAL REAL ESTATE, LLC last updated from Form ADV on December 25th, 2023. 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 | SEPTEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 7 |
| 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 | 3 | $580.7M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $580.7M |
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 | 3 | $580.7M |
| 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 | 801-113922 |
|---|---|
| SEC ERA File Number | 801-113922 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 298333 |
| Legal Entity Identifier | None |
Principal Office
1900 AVENUE OF THE STARSSUITE 2400
LOS ANGELES
CA
United States
Monday - Friday, 9 AM - 5 PM
Tel: 424 512 7320, Fax: None
Chief Compliance Officer
JOSEPH B. CALVERT
SVP, DEPUTY GENERAL COUNSEL
1900 AVENUE OF THE STARS
SUITE 2400
LOS ANGELES
CA
United States
Tel:
213-330-7246
J**********@********M
(Full email address available in API data)
Regulatory Contact
WARREN WACHSBERGER
CHIEF EXECUTIVE OFFICER
1900 AVENUE OF THE STARS
SUITE 2400
LOS ANGELES
CA
United States
Tel:
213-593-7729
W*****************@********M
(Full email address available in API data)
Industry Affiliates
| AECOM-CANYON EQUITY FUND GP CO. LLC | Sponsor, GP, manager of pooled investment vehicles |
| AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC | Other investment adviser, including financial planners |
| INSURANCE PARTNERS, INC. | Insurance company or agency |
| MONTGOMERY INSURANCE COMPANY | Insurance company or agency |
| TRIMCO INSURANCE COMPANY | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| AECOM CAPITAL, INC. | Domestic Entity | – | SHAREHOLDER | 02/2018 | > 75% |
| AECOM | Domestic Entity | AECOM CAPITAL, INC. | SHAREHOLDER | 01/2013 | > 75% |
| Wachsberger, Warren, David | Individual | – | CHIEF EXECUTIVE OFFICER | 06/2020 | < 5% |
| Calvert, Joseph, Brandon | Individual | – | SECRETARY & CHIEF COMPLIANCE OFFICER | 04/2020 | < 5% |
| Katzin, Joshua, Aaron | Individual | – | CHIEF INVESTMENT OFFICER | 03/2021 | < 5% |
| SKELTON, TRAVIS, LEON | Individual | – | MANAGING PARTNER | 11/2021 | < 5% |