QUADRANT REAL ESTATE ADVISORS LLC
Adviser information for QUADRANT REAL ESTATE ADVISORS 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 | 10 |
|---|---|
| Investment Advisory/Research | 9 |
| 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 | 3 | $8.4M |
| Non-Discretionary | 5 | $519.6M |
| Total | 8 | $528.0M |
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 | 4 | $91.6M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $23.7M |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $412.7M |
| Sovereign wealth funds and foreign official institutions | <5 | $7,911 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 50 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsCONSULTING SERVICES RELATED TO ACQUIRING, DISPOSING, & FINANCING REAL ESTATE-RELATED ASSETS & INCIDENTAL CASH MGMT |
|---|---|
| Compensation | % of AUMORIG FEES/PROCESSING FEES |
Principal Office
2300 LAKEVIEW PARKWAYSUITE 225
ALPHARETTA
GA
United States
Monday - Friday, 8 A.M. TO 6 P.M.
Tel: 404-697-9556, Fax: 404-549-4687
Websites
Chief Compliance Officer
ASHLEY M. CLACK
CHIEF FINANCIAL OFFICER
2300 LAKEVIEW PARKWAY
SUITE 225
ALPHARETTA
GA
United States
Tel:
404-697-9556
Fax:
404-549-4687
A*****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CORE MORTGAGE FUND III | GRANTOR TRUST | $7.0M | $1.0M | 2 |
| IRISH DIASPORA LOAN FUND 1 | Real Estate Fund | $53.5M | $1.0M | 51 |
| IRISH DIASPORA LOAN FUND 2 | Real Estate Fund | $29.7M | $1.0M | 29 |
| QREA INVESTMENTS ICAV | Real Estate Fund | $1.4M | $5.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WRIGHT, KURT, LAWRENCE | Individual | – | CEO/ DIRECTOR/MANAGER OF QCP LLC | 11/2005 | < 5% |
| QCP LLC | Domestic Entity | – | MEMBER | 11/2005 | > 75% |
| HUGGINS, WALTER, RONALD | Individual | – | EXECUTIVE VICE PRESIDENT / DIRECTOR / MANAGER OF QCP LLC | 01/2006 | < 5% |
| EGGINS, JESSICA, LYNNE | Individual | – | EXECUTIVE VICE PRESIDENT / DIRECTOR / MANAGER OF QCP LLC | 01/2006 | < 5% |
| WRIGHT, KURT, LAWRENCE | Individual | QCP LLC | MANAGER | 11/2005 | 25-50% |
| HUGGINS, WALTER, RONALD | Individual | QCP LLC | MANAGER | 01/2006 | 25-50% |
| EGGINS, JESSICA, LYNNE | Individual | QCP LLC | MANAGER | 01/2006 | 25-50% |
| CLACK, ASHLEY, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | 03/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed October 16th, 2014 for period ending September 30th, 2014
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALEXANDRIA REAL ESTATE EQ IN | COM | 2K | 22K | – |
| AMERICAN CAMPUS CMNTYS INC | COM | 2K | 57K | – |
| AVALONBAY CMNTYS | COM | 1K | 8K | – |
| BIOMED REALTY TRUST INC | COM | 1K | 69K | – |
| DIGITAL RLTY TR INC | COM | 1K | 19K | – |
| DUKE REALTY CORP | COM NEW | 1K | 70K | – |
| DUPONT FABROS TECHNOLOGY INC | COM | 595 | 22K | – |
| EQUITY COMWLTH | CUM PFD E 7.25% | 8K | 320K | – |
| EQUITY RESIDENTIAL | SH BEN INT | 308 | 5K | – |
| ESSEX PPTY TR INC | COM | 2K | 13K | – |
| FIRST POTOMAC RLTY TR | COM | 435 | 37K | – |
| HERSHA HOSPITALITY TR | SH BEN INT A | 682 | 107K | – |
| LEXINGTON REALTY TRUST | COM | 2K | 215K | – |
| LIBERTY PPTY TR | SH BEN INT | 885 | 27K | – |
| PS BUSINESS PKS INC CALIF | COM | 354 | 5K | – |
| SAUL CTRS INC | COM | 271 | 6K | – |
| SIMON PPTY GROUP INC NEW | COM | 411 | 3K | – |
| WASHINGTON PRIME GROUP INC | COM | 22 | 1K | – |