RESMARK EQUITY PARTNERS, LLC
Adviser information for RESMARK EQUITY PARTNERS, LLC 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 | 40 |
|---|---|
| Investment Advisory/Research | 16 |
| 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 | 13 | $1.8B |
| Non-Discretionary | 0 | $0 |
| Total | 13 | $1.8B |
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 | 13 | $1.8B |
| 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 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based feesPERCENTAGE OF REVENUES OR COSTS |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-60782 |
|---|---|
| SEC ERA File Number | 801-60782 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 116882 |
| Legal Entity Identifier | None |
Principal Office
10880 WILSHIRE BL. SUITE 1500LOS ANGELES
CA
United States
Monday - Friday, 8:30AM - 5:30PM
Tel: 310-862-2235, Fax: 310-474-8440
Chief Compliance Officer
JEFFREY C. HERRMANN
CHIEF FINANCIAL OFFICER
10880 WILSHIRE BL SUITE 1500
LOS ANGELES
CA
United States
Tel:
310-862-2245
Fax:
310-474-8440
J********@**********M
(Full email address available in API data)
Regulatory Contact
MICHAEL R. WAGNER
SENIOR VICE PRESIDENT OF FINANCIAL REPORTING
10880 WILSHIRE BL. SUITE 1500
LOS ANGELES
CA
United States
Tel:
310-862-2235
Fax:
310-474-8440
M******@**********M
(Full email address available in API data)
Industry Affiliates
| ORA CALIFORNIA II, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ORA CALIFORNIA III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ORA CALIFORNIA IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ORA CALIFORNIA IX, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| ORA CALIFORNIA VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ORA CALIFORNIA VIII, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| RESMARK APARTMENT LIVING FUND II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| RESMARK SFB2R VENTURE I, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HIGHLAND ROAD INVESTOR, LLC | Real Estate Fund | $5.4M | $0.0M | 126 |
| LAND MANAGEMENT COMPANY, LLC | Real Estate Fund | $93.6M | $0.0M | 2 |
| LAUREL RANCH 216 INVESTOR, LLC | Real Estate Fund | $21.0M | $0.0M | 126 |
| OAK GROVE INVESTOR, LLC | Real Estate Fund | $4.4M | $0.0M | 126 |
| ORA MULTIFAMILY INVESTMENTS I, LLC | Real Estate Fund | $0.1M | $0.0M | 3 |
| ORA RESIDENTIAL INVESTMENTS I, L.P. | Real Estate Fund | $193.9M | $0.0M | 3 |
| RESCAL INVESTMENTS, LLC | Real Estate Fund | $1,065.5M | $0.0M | 2 |
| RESMARK APARTMENT LIVING FUND II, LP | Real Estate Fund | $19.1M | $0.0M | 41 |
| RESMARK MODEL HOME SALE LEASEBACK VENTURE 1, LLC | Real Estate Fund | $193.9M | $0.0M | 6 |
| RESMARK SFB2R VENTURE I, LP | Real Estate Fund | $180.0M | $0.0M | 3 |
| SERENA VILLAGE 206 INVESTOR, LLC | Real Estate Fund | $46.5M | $0.0M | 126 |
| STANFORD CROSSING 195 INVESTOR, LLC | Real Estate Fund | $18.5M | $0.0M | 126 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GOODMAN, ROBERT, NEIL | Individual | – | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | 11/1999 | < 5% |
| GOODMAN FAMILY INVESTMENTS I, LLC | Domestic Entity | – | MANAGER/CLASS A MEMBER | 11/1999 | > 75% |
| BIALER, ILAN | Individual | – | CLASS D MEMBER | 11/1999 | < 5% |
| WEINSTEIN, DANIEL | Individual | – | CLASS D MEMBER | 11/1999 | < 5% |
| LICHT, ROGER, HOWARD | Individual | – | OUTSIDE DIRECTOR | 11/1999 | < 5% |
| PIANKO, IRA, RICHARD | Individual | – | OUTSIDE DIRECTOR | 06/2004 | < 5% |
| COHEN, ZIV, ELHANAN | Individual | – | PRESIDENT | 01/2003 | < 5% |
| ROBERT N GOODMAN AND LORI GOODMAN, TRUSTEES, THE ROBERT AND LORI GOODMAN LIVING TRUST, DATED MAY 23,1985 | Domestic Entity | GOODMAN FAMILY INVESTMENTS I, LLC - GOODMAN FAMILY INVESTMENTS III, LLC - GOODMAN FAMILY INVESTMENTS V, LLC | MEMBER | 01/2004 | 50-75% |
| GOODMAN FAMILY INVESTMENTS III, LLC | Domestic Entity | – | MEMBER | 10/2004 | 50-75% |
| GOODMAN FAMILY INVESTMENTS V, LLC | Domestic Entity | – | MEMBER | 10/2004 | 25-50% |
| GOODMAN, MITCHELL | Individual | – | CHIEF OPERATING OFFICER | 09/2010 | < 5% |
| HERRMANN, JEFFREY, CHARLES | Individual | – | EVP CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | 05/2012 | < 5% |
| BRISCOE, KATHLEEN, SUE | Individual | – | OUTSIDE DIRECTOR | 10/2016 | < 5% |
| GOODMAN FAMILY INVESTMENTS VI,LLC | Domestic Entity | – | MEMBER | 07/2023 | 50-75% |