SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
Adviser information for SITUSAMC REAL ESTATE VALUATION SERVICES, LLC last updated from Form ADV on March 18th, 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 | Iowa, United States |
Employees
| Total Number of Employees | 198 |
|---|---|
| Investment Advisory/Research | 50 |
| 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 | No |
|---|
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 | 2 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 5 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 1 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 8 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Pension consulting services |
|---|---|
| Compensation | Hourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-36840 |
|---|---|
| SEC ERA File Number | 801-36840 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106747 |
| Legal Entity Identifier | None |
Principal Office
1075 JORDAN CREEK PARKWAYSUITE 240
WEST DES MOINES
IA
United States
Monday - Friday, 8:00-5:00
Tel: 646-518-8139, Fax: None
Chief Compliance Officer
LISA WALLACE
GENERAL COUNSEL
TOWER 49, 12 EAST 49TH STREET
34TH FLOOR
NEW YORK
NY
United States
Tel:
646-518-8139
L**********@***********M
(Full email address available in API data)
Regulatory Contact
MORGAN WESTPFAHL
DIRECTOR
1075 JORDAN CREEK PARKWAY
SUITE 240
WEST DES MOINES
IA
United States
Tel:
319-483-7175
M**************@***********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 |
|---|---|---|---|---|---|
| SITUSAMC HOLDINGS CORPORATION | Domestic Entity | SITUS GROUP HOLDINGS CORPORATION | OWNER | 07/2019 | > 75% |
| SITUS GROUP LLC | Domestic Entity | – | SOLE MEMBER | 02/2014 | > 75% |
| SITUS GROUP HOLDINGS CORPORATION | Domestic Entity | SITUS GROUP LLC | SOLE MEMBER | 03/2015 | > 75% |
| SITUSAMC GROUP HOLDINGS, LP | Domestic Entity | SITUSAMC HOLDINGS CORPORATION | OWNER | 07/2019 | > 75% |
| Franco, Michael | Individual | – | CHIEF EXECUTIVE OFFICE | 07/2019 | < 5% |
| PORT-AUX-CHOIX PRIVATE INVESTMENTS, INC | Foreign Entity | SITUSAMC GROUP HOLDINGS, LP | SPONSOR MEMBER | 04/2020 | 25-50% |
| Wallace, Lisa, L | Individual | – | GENERAL COUNSEL, CHIEF RISK OFFICER, AND CHIEF COMPLIANCE OFFICER | 04/2020 | < 5% |