PNC REALTY INVESTORS, INC.
Adviser information for PNC REALTY INVESTORS, INC. last updated from Form ADV on March 31st, 2023. 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 | Maryland, United States |
Employees
| Total Number of Employees | 27 |
|---|---|
| Investment Advisory/Research | 21 |
| 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 | $4.6B |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $4.6B |
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 | 1 | $4.6B |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-66625 |
|---|---|
| SEC ERA File Number | 801-66625 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 139904 |
| Legal Entity Identifier | None |
Principal Office
ONE EAST PRATT STREET5TH FLOOR
BALTIMORE
MD
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 410-237-5309, Fax: None
Chief Compliance Officer
THOMAS R. RUS
CHIEF COMPLIANCE OFFICER
1 EAST PRATT STREET
BALTIMORE
MD
United States
Tel:
(410) 237-5232
T*********@******M
(Full email address available in API data)
Regulatory Contact
LISA BERNETT
SR COMPLIANCE PROGRAM MANAGER
1900 E. NINTH ST
CLEVELAND
OH
United States
Tel:
(216) 222-8268
L***********@******M
(Full email address available in API data)
Industry Affiliates
| PNC BANK, N.A. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorBanking or thrift institutionSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| PNC CAPITAL ADVISORS LLC | Other investment adviser, including financial planners |
| PNC CAPITAL MARKETS LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| PNC INVESTMENTS | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersInsurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PNC HOLDING LLC | Domestic Entity | – | SHAREHOLDER | 09/2007 | > 75% |
| THE PNC FINANCIAL SERVICES GROUP, INC. | Domestic Entity | PNC HOLDING LLC | SHAREHOLDER | 11/1991 | > 75% |
| YURKO, MARC, DAVID | Individual | – | CHIEF FINANCIAL OFFICER | 03/2013 | < 5% |
| JESSIMAN, ALISTAIR, (NONE) | Individual | – | CHIEF EXECUTIVE OFFICE AND CHAIRMAN | 03/2021 | < 5% |
| SPRATLEY, JENNIFER, ELIZABETH | Individual | – | MANAGING DIRECTOR - BUSINESS ADMINISTRATION AND DIRECTOR | 01/2018 | < 5% |
| GIOFFRE, MICHAEL, JOSEPH | Individual | – | DIRECTOR | 06/2018 | < 5% |
| RUS, THOMAS, REINHARD | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2021 | < 5% |
| WILSON, MICHAEL, PAUL | Individual | – | DIRECTOR | 10/2021 | < 5% |
| FLANAGAN, CLAYTON, MULLINS | Individual | – | PRESIDENT AND DIRECTOR | 11/2021 | < 5% |
| HARRINGTON, THOMAS, JOSEPH | Individual | – | CHIEF RISK OFFICER | 01/2022 | < 5% |