JRE ADVISORS LLC
Adviser information for JRE ADVISORS LLC last updated from Form ADV on March 27th, 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 | 13 |
|---|---|
| Investment Advisory/Research | 13 |
| 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 | 0 | $0 |
| Non-Discretionary | 35 | $317.5M |
| Total | 35 | $317.5M |
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 | 35 | $317.5M |
| 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 | 55 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-123359 |
|---|---|
| SEC ERA File Number | 801-123359 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318777 |
| Legal Entity Identifier | None |
Principal Office
124 EAST 14TH STREET14TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM - 5PM
Tel: (646) 905-0522, Fax: None
Chief Compliance Officer
BRIAN THOMAS
PRINCIPAL
124 EAST 14TH STREET
14TH FLOOR
NEW YORK
NY
United States
Tel:
(646) 905-0728
B******@***************M
(Full email address available in API data)
Regulatory Contact
AMY DICHIARA
DIRECTOR, ASSISTANT COMPLIANCE OFFICER
124 EAST 14TH STREET
14TH FLOOR
NEW YORK
NY
United States
Tel:
(646) 905-0878
A********@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JRE PARTNERS LP | Domestic Entity | – | SOLE MEMBER | 08/2021 | > 75% |
| JRE PARTNERS GP LLC | Domestic Entity | JRE PARTNERS LP | GENERAL PARTNER | 08/2021 | |
| FRASER, JOHN, RADFORD | Individual | – | MANAGING PRINCIPAL | 08/2021 | < 5% |
| Mitzner, Alexander, Kull | Individual | – | PRINCIPAL | 08/2021 | < 5% |
| Thomas, Brian, Christopher | Individual | – | PRINCIPAL & CHIEF COMPLIANCE OFFICER | 08/2021 | < 5% |
| FRASER, JOHN, RADFORD | Individual | JRE PARTNERS GP LLC | SOLE MEMBER | 08/2021 | > 75% |
| FRASER, JOHN, RADFORD | Individual | JRE PARTNERS LP | LIMITED PARTNER | 08/2021 | > 75% |