AMERICAN REALTY ADVISORS
AMERICAN REALTY ADVISORS, LLC Legal Name
Adviser information for AMERICAN REALTY ADVISORS 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 | 80 |
|---|---|
| Investment Advisory/Research | 46 |
| 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 | 2 | $3.4B |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $3.4B |
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 | 3 | $3.4B |
| Pension and profit sharing plans | 11 | $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 | <5 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 15 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesPublication of periodicals or newslettersREAL ESTATE INVESTMENT MANAGEMENT |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-37721 |
|---|---|
| SEC ERA File Number | 801-37721 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107965 |
| Legal Entity Identifier | None |
Principal Office
515 S. FLOWER ST., 49TH FLOORLOS ANGELES
CA
United States
Monday - Friday, 8:00 AM TO 6:00 PM
Tel: 213-233-5700, Fax: 213-947-1480
Chief Compliance Officer
KRISTIN ADRIAN
GENERAL COUNSEL
515 S. FLOWER ST., 49TH FLOOR
LOS ANGELES
CA
United States
Tel:
213-233-5700
Fax:
213-947-1480
K******@*************M
(Full email address available in API data)
Regulatory Contact
YOUNG KIM
DEPUTY GENERAL COUNSEL AND DEPUTY CHIEF COMPLIANCE OFFICER
515 S. FLOWER ST., 49TH FLOOR
LOS ANGELES
CA
United States
Tel:
213-233-5700
Fax:
213-947-1480
Y***@*************M
(Full email address available in API data)
Industry Affiliates
| ACRF MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ASVRF MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BFAF MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AMERICAN STRATEGIC VALUE REALTY FUND, L.P. | Hedge Fund | $3,380.1M | $2.0M | 106 |
| BUILDING FOR AMERICA FUND III, LLC | Hedge Fund | $57.8M | $1.0M | 19 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DARLING, SCOTT, WILLIAM | Individual | – | EXECUTIVE VICE PRESIDENT | 03/2010 | < 5% |
| IEZMAN, STANLEY, LEONARD | Individual | – | CHAIRMAN & CEO | 08/1985 | < 5% |
| STANLEY L. IEZMAN | Domestic Entity | IEZMAN FAMILY TRUST DTD JUNE 17, 2010 | CO-TRUSTEE; SPECIAL VOTING STOCK TRUSTEE | 06/2010 | |
| ADRIAN, KRISTIN | Individual | – | CHIEF LEGAL OFFICER; CHIEF COMPLIANCE OFFICER | 09/2006 | < 5% |
| HELGESON, KIRK, VAN | Individual | – | CHIEF INVESTMENT OFFICER; PRESIDENT | 03/2010 | < 5% |
| NANCY ELLEN STARK | Domestic Entity | IEZMAN FAMILY TRUST DTD JUNE 17, 2010 | CO-TRUSTEE | 06/2010 | |
| ANDERSON, GLENN, EVANS | Individual | – | CHIEF ACCOUNTING OFFICER | 08/2011 | < 5% |
| IEZMAN FAMILY TRUST DTD JUNE 17, 2010 | Domestic Entity | FLOWER STREET INVESTMENTS, INC. | SHAREHOLDER | 11/2020 | > 75% |
| GEORGINA HOLDINGS, LLC | Domestic Entity | – | MEMBER | 01/2021 | > 75% |
| FLOWER STREET INVESTMENTS, INC. | Domestic Entity | GEORGINA HOLDINGS, LLC | MEMBER | 01/2021 |