EM ADVISOR
EM ADVISOR, LLC Legal Name
Adviser information for EM ADVISOR 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 | 38 |
|---|---|
| Investment Advisory/Research | 14 |
| 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 | 54 | $150.5M |
| Non-Discretionary | 0 | $0 |
| Total | 54 | $150.5M |
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 | 54 | $150.5M |
| 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 feesDUE DILIGENCE, EXTENSION/MODIFICATION, PROCESSING |
Identifiers
| SEC RIA File Number | 801-121639 |
|---|---|
| SEC ERA File Number | 801-121639 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314402 |
| Legal Entity Identifier | None |
Principal Office
91 FIFTH AVEFIFTH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9-5
Tel: 646-844-9918, Fax: None
Websites
twitter.com/equitymultiple
www.linkedin.com/company/equity-multiple/mycompany/
www.facebook.com/equitymultiple
www.equitymultiple.com
www.instagram.com/equitymultiple_com/?hl=en
www.amiaccredited.com
www.pinterest.com/equitymultiple
medium.com/@equitymultiple
vimeo.com/equitymultiple
www.youtube.com/c/equitymultiple
soundcloud.com/equity-multiple
Chief Compliance Officer
JONATHAN LEE
91 FIFTH AVE
FIFTH FLOOR
NEW YORK
NY
United States
Tel:
212-751-4422
J***@**************M
(Full email address available in API data)
Industry Affiliates
| EM CRE STRATEGIES MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EM MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| DELPHI PALM SPRINGS INVESTORS LLC | Real Estate Fund | $0.6M | $0.0M | 0 |
| EM ALPINE LLC | Real Estate Fund | $41.9M | $0.0M | 0 |
| EM ASCENT FUND I, LP | Real Estate Fund | $6.4M | $0.0M | 0 |
| EQUITYMULTIPLE 10 LLC | Real Estate Fund | $0.6M | $0.0M | 0 |
| EQUITYMULTIPLE 28 LLC | Real Estate Fund | $0.1M | $0.0M | 9 |
| EQUITYMULTIPLE 29 LLC | Real Estate Fund | $0.2M | $0.0M | 13 |
| EQUITYMULTIPLE 34 LLC | Real Estate Fund | $0.6M | $0.0M | 0 |
| EQUITYMULTIPLE 37 LLC | Real Estate Fund | $0.8M | $0.0M | 0 |
| EQUITYMULTIPLE 52 LLC | Real Estate Fund | $1.9M | $0.0M | 95 |
| EQUITYMULTIPLE 56 LLC | Real Estate Fund | $1.5M | $0.0M | 0 |
| EQUITYMULTIPLE 59 LLC | Real Estate Fund | $3.0M | $0.0M | 91 |
| EQUITYMULTIPLE 70 LLC | Real Estate Fund | $1.4M | $0.0M | 0 |
| EQUITYMULTIPLE 71 LLC | Real Estate Fund | $1.0M | $0.0M | 0 |
| EQUITYMULTIPLE 73 LLC | Real Estate Fund | $0.7M | $0.0M | 41 |
| EQUITYMULTIPLE 78 LLC | Real Estate Fund | $1.3M | $0.0M | 0 |
| EQUITYMULTIPLE 79 LLC | Real Estate Fund | $2.0M | $0.0M | 0 |
| EQUITYMULTIPLE 80 LLC | Real Estate Fund | $1.5M | $0.0M | 0 |
| EQUITYMULTIPLE 84 LLC | Real Estate Fund | $1.9M | $0.0M | 0 |
| EQUITYMULTIPLE 88 LLC | Real Estate Fund | $2.1M | $0.0M | 0 |
| EQUITYMULTIPLE 93 LLC | Real Estate Fund | $2.6M | $0.0M | 0 |
| EQUITYMULTIPLE 98 LLC | Real Estate Fund | $2.0M | $0.0M | 99 |
| EQUITYMULTIPLE 102 LLC | Real Estate Fund | $3.0M | $0.0M | 77 |
| EQUITYMULTIPLE 108 LLC | Real Estate Fund | $0.8M | $0.0M | 0 |
| EQUITYMULTIPLE 109 LLC | Real Estate Fund | $1.9M | $0.1M | 0 |
| EQUITYMULTIPLE 110 LLC | Real Estate Fund | $1.1M | $0.0M | 0 |
| EQUITYMULTIPLE 111 LLC | Real Estate Fund | $1.3M | $0.0M | 0 |
| EQUITYMULTIPLE 116 LLC | Real Estate Fund | $2.5M | $0.0M | 0 |
| EQUITYMULTIPLE 122 LLC | Real Estate Fund | $3.5M | $0.0M | 0 |
| EQUITYMULTIPLE 124 LLC | Real Estate Fund | $3.0M | $0.0M | 0 |
| EQUITYMULTIPLE 125 LLC | Real Estate Fund | $2.0M | $0.0M | 73 |
| EQUITYMULTIPLE 126 LLC | Real Estate Fund | $1.0M | $0.0M | 0 |
| EQUITYMULTIPLE 129 LLC | Real Estate Fund | $3.1M | $0.0M | 0 |
| EQUITYMULTIPLE 130 LLC | Real Estate Fund | $1.5M | $0.0M | 0 |
| EQUITYMULTIPLE 132 LLC | Real Estate Fund | $2.3M | $0.0M | 77 |
| EQUITYMULTIPLE 134 LLC | Real Estate Fund | $1.5M | $0.0M | 0 |
| EQUITYMULTIPLE 136 LLC | Real Estate Fund | $1.3M | $0.0M | 0 |
| EQUITYMULTIPLE 137 LLC | Real Estate Fund | $0.7M | $0.0M | 0 |
| EQUITYMULTIPLE 141 LLC | Real Estate Fund | $4.5M | $0.0M | 0 |
| EQUITYMULTIPLE 144 LLC | Real Estate Fund | $1.3M | $0.0M | 0 |
| EQUITYMULTIPLE 147 LLC | Real Estate Fund | $1.2M | $0.0M | 0 |
| EQUITYMULTIPLE 150 LLC | Real Estate Fund | $2.0M | $0.0M | 87 |
| EQUITYMULTIPLE 153 LLC | Real Estate Fund | $2.3M | $0.0M | 0 |
| EQUITYMULTIPLE 156 LLC | Real Estate Fund | $2.0M | $0.0M | 0 |
| EQUITYMULTIPLE 162, LLC | Real Estate Fund | $2.0M | $0.0M | 0 |
| EQUITYMULTIPLE 165, LLC | Real Estate Fund | $4.5M | $0.0M | 0 |
| EQUITYMULTIPLE 184, LLC | Real Estate Fund | $3.5M | $0.0M | 0 |
| EQUITYMULTIPLE 185, LLC | Real Estate Fund | $2.6M | $0.0M | 0 |
| EQUITYMULTIPLE 188, LLC | Real Estate Fund | $5.4M | $0.1M | 0 |
| EQUITYMULTIPLE 191, LLC | Real Estate Fund | $3.0M | $0.0M | 1 |
| EQUITYMULTIPLE 193, LLC | Real Estate Fund | $1.6M | $0.0M | 0 |
| EQUITYMULTIPLE 195, LLC | Real Estate Fund | $3.0M | $0.0M | 0 |
| EQUITYMULTIPLE 197, LLC | Real Estate Fund | $3.7M | $0.0M | 0 |
| EQUITYMULTIPLE 198, LLC | Real Estate Fund | $2.0M | $0.0M | 1 |
| EQUITYMULTIPLE 199, LLC | Real Estate Fund | $1.5M | $0.0M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EQUITY MULTIPLE, INC. | Domestic Entity | – | OWNER | 03/2021 | > 75% |
| CLINTON, CHARLES | Individual | – | CEO | 03/2021 | < 5% |
| SJULSEN, MARIOUS | Individual | – | CIO | 03/2021 | < 5% |
| MELAUGH, DANIEL | Individual | – | EXEC V.P. | 03/2021 | < 5% |
| LEE, JONATHAN, DAVID | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2022 | < 5% |