PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC Legal Name
Adviser information for PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS last updated from Form ADV on September 27th, 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 | JUNE |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 28 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 3 |
| 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 | 0 | $0 |
| Non-Discretionary | 1 | $307.6M |
| Total | 1 | $307.6M |
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 | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 1 | $307.6M |
| 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 | Selection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Real estate broker, dealer, or agent |
Identifiers
| SEC RIA File Number | 801-127325 |
|---|---|
| SEC ERA File Number | 801-127325 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323718 |
| Legal Entity Identifier | None |
Principal Office
3000 TOWN CENTER, SUITE 100SOUTHFIELD
MI
United States
Monday - Friday, 9-5
Tel: (248) 603-5001, Fax: None
Chief Compliance Officer
DAVID DOYLE
3000 TOWN CENTER SUITE 100
SOUTHFIELD
MI
United States
Tel:
248-223-3611
D*********@**************M
(Full email address available in API data)
Regulatory Contact
KIRK DEDENBACH
3000 TOWN CENTER SUITE 100
SOUTHFIELD
MI
United States
Tel:
248-223-3527
K*************@**************M
(Full email address available in API data)
Industry Affiliates
| P & M CORPORATE FINANCE, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| PLANTE & MORAN, PLLC | Accountant or accounting firm |
| PLANTE MORAN FINANCIAL ADVISORS | Other investment adviser, including financial planners |
| PLANTE MORAN INSURANCE AGENCY | Broker-dealer, municipal securities dealer, or gov securities broker or dealerInsurance company or agency |
| PLANTE MORAN TRUST | Trust company |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DOYLE, DAVID, TIMOTHY | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2022 | < 5% |
| WEST, MARTIN, JOSEPH | Individual | – | PRESIDENT, BOARD MEMBER | 07/2013 | < 5% |
| Lichwalla, William, Alan | Individual | – | CHAIRMAN | 07/2013 | < 5% |
| P&M HOLDING GROUP, LLP | Domestic Entity | – | MEMBER | 07/2013 | 50-75% |
| Virkus, Bradley, William | Individual | – | BOARD MEMBER | 07/2013 | < 5% |
| LESSER, JOHN, JAMES | Individual | – | BOARD MEMBER | 04/2020 | < 5% |
| REALPOINT MEMBER, LLC | Domestic Entity | – | MEMBER | 07/2013 | 50-75% |
| Lichwalla, William, Alan | Individual | REALPOINT MEMBER, LLC | MEMBER | 07/2013 | 25-50% |
| GRAHAM, DENNIS, RUSSELL | Individual | – | BOARD MEMBER | 06/2017 | < 5% |
| VANKIRK, GREGORY, PAUL | Individual | – | BOARD MEMBER | 04/2020 | < 5% |
| VANKIRK, GREGORY, PAUL | Individual | REALPOINT MEMBER, LLC | MEMBER | 07/2013 | 25-50% |