INTERCONTINENTAL REAL ESTATE CORPORATION
Adviser information for INTERCONTINENTAL REAL ESTATE CORPORATION 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 119 |
|---|---|
| Investment Advisory/Research | 40 |
| 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 | 1 | $12.5B |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $12.5B |
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 | 2 | $12.5B |
| 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 | 1 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesREAL ESTATE INVESTMENT MANAGEMENT |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
| Other Business Activities | Real estate broker, dealer, or agent |
Identifiers
| SEC RIA File Number | 801-56643 |
|---|---|
| SEC ERA File Number | 801-56643 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 112332 |
| Legal Entity Identifier | None |
Principal Office
1270 SOLDIERS FIELD RDBOSTON
MA
United States
Monday - Friday, 8:30 A.M. - 5:30 P.M.
Tel: 617-782-2600, Fax: 617-782-9442
Chief Compliance Officer
KENDALL E. BROOK
1270 SOLDIERS FIELD ROAD
BOSTON
MA
United States
Tel:
(617) 782-2620
Fax:
(617) 779-0007
K*@************M
(Full email address available in API data)
Industry Affiliates
| INTERCONTINENTAL CAPITAL MANAGEMENT, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NASSER, PAUL, JOSEPH | Individual | – | PRESIDENT | 07/2000 | < 5% |
| PALANDJIAN, PETER | Individual | – | CHAIRMAN, CHIEF EXECUTIVE OFFICER, DIRECTOR AND STOCKHOLDER | 05/1993 | 50-75% |
| TARANTO, THOMAS, RICHARD | Individual | – | CHIEF INVESTMENT OFFICER, DIRECTOR | 08/2006 | < 5% |
| INTERCONTINENTAL HOLDINGS, LLC | Domestic Entity | – | STOCKHOLDER | 06/2006 | 25-50% |
| THE MPMM REALTY INSURANCE TRUST | Domestic Entity | INTERCONTINENTAL HOLDINGS, LLC | STOCKHOLDER | 06/2006 | > 75% |
| BROOK, KENDALL, EDWARD | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2014 | < 5% |
| LEE, GREGORY, TSO HUI | Individual | THE MPMM REALTY INSURANCE TRUST | TRUSTEE | 03/2012 | |
| PALANDJIAN, LEON | Individual | THE MPMM REALTY INSURANCE TRUST | TRUSTEE | 01/2021 | |
| Carella, David, Scott | Individual | – | CHIEF FINANCIAL OFFICER | 09/2022 | < 5% |