CORTEN REAL ESTATE MANAGEMENT LLC
Adviser information for CORTEN REAL ESTATE MANAGEMENT LLC last updated from Form ADV on March 12th, 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 | 15 |
|---|---|
| Investment Advisory/Research | 10 |
| 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 | 5 | $330.5M |
| Non-Discretionary | 4 | $138.4M |
| Total | 9 | $468.8M |
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 | 9 | $468.8M |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126642 |
|---|---|
| SEC ERA File Number | 801-126642 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 321897 |
| Legal Entity Identifier | None |
Principal Office
1000 N. WEST STREETSUITE 913
WILMINGTON
DE
United States
Monday - Friday, 9:00- 5:00
Tel: 215-500-4950, Fax: None
Chief Compliance Officer
STAFANIE LANGER
COO
2929 ARCH STREET
SUITE 1705
PHILADELPHIA
PA
United States
Tel:
484-557-8622
S******@*******************M
(Full email address available in API data)
Regulatory Contact
SUZETTE HAGAN
COMPLIANCE OFFICER
140 E. 45TH STREET
29TH FLOOR
NEW YORK
NY
United States
Tel:
610-334-4221
S************@************M
(Full email address available in API data)
Industry Affiliates
| CORTEN REAL ESTATE FUND I GP LP | Sponsor, GP, manager of pooled investment vehicles |
| CORTEN REAL ESTATE FUND II GP LP | Sponsor, GP, manager of pooled investment vehicles |
| CORTEN REAL ESTATE SCARLET FIRE GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| SRE IV CORTEN HOLDINGS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CORTEN REAL ESTATE 1213 WALNUT INVESTORS LP | Real Estate Fund | $3.1M | $0.0M | 1 |
| CORTEN REAL ESTATE FUND I LP | Real Estate Fund | $66.9M | $1.0M | 13 |
| CORTEN REAL ESTATE FUND II LP | Real Estate Fund | $89.6M | $1.0M | 33 |
| CORTEN REAL ESTATE FUND II STRUCTURED HOSPITALITY LP | Real Estate Fund | $49.3M | $0.0M | 3 |
| CREF II AIV LP | Real Estate Fund | $6.4M | $1.0M | 22 |
| CREF II FEEDER LP | Real Estate Fund | $7.2M | $1.0M | 12 |
| SCARLET FIRE LP | Real Estate Fund | $70.7M | $0.0M | 7 |
| SRE IV CORTEN HOLDINGS LP | Real Estate Fund | $70.8M | $0.0M | 1 |
| SUN RDU HOTEL INVESTOR LLC | Real Estate Fund | $1.8M | $0.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Buccini, Christopher | Individual | – | PARTNER | 12/2018 | 25-50% |
| YEATMAN, PENNOCK, JOHN | Individual | – | MANAGING PARTNER | 12/2018 | 25-50% |
| langer, stefanie | Individual | – | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | 02/2023 | < 5% |
| buccini, robert | Individual | – | PARTNER | 12/2018 | 25-50% |
| kattler, matthew | Individual | – | CFO | 01/2021 | < 5% |
| Pollin, David | Individual | – | PARTNER | 12/2018 | 25-50% |