NATIONAL REAL ESTATE ADVISORS
NATIONAL REAL ESTATE ADVISORS, LLC Legal Name
Adviser information for NATIONAL REAL ESTATE ADVISORS last updated from Form ADV on March 27th, 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 | District of Columbia, United States |
Employees
| Total Number of Employees | 48 |
|---|---|
| Investment Advisory/Research | 32 |
| 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 | No |
|---|
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 | 5 | $0 |
| Pension and profit sharing plans | 1 | $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 | 6 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesREAL ESTATE ADVISORY SERVICES |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-70744 |
|---|---|
| SEC ERA File Number | 801-70744 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 148615 |
| Legal Entity Identifier | None |
Principal Office
900 SEVENTH STREET, N.W.SUITE 600
WASHINGTON
DC
United States
Monday - Friday, 8 AM TO 6 PM
Tel: 202-496-3370, Fax: 202-467-9464
Chief Compliance Officer
KIMBERLY VERSACE
CHIEF COMPLIANCE OFFICER
900 SEVENTH STREET, NW
SUITE 600
WASHINGTON
DC
United States
Tel:
202-496-3370
Fax:
202-467-9464
K*******@**************M
(Full email address available in API data)
Industry Affiliates
| JAMES R. DIFEDE | Lawyer or law firm |
| LAWRENCE JOEL HASS | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KANNE, JEFFREY, JOHN | Individual | – | CHIEF EXECUTIVE OFFICER AND DIRECTOR | 10/2008 | < 5% |
| DIFEDE, JAMES, R. | Individual | – | DIRECTOR | 12/2009 | < 5% |
| HASS, LAWRENCE, JOEL | Individual | – | DIRECTOR | 12/2009 | < 5% |
| NREA HOLDINGS, LLC | Domestic Entity | – | MEMBER | 12/2009 | > 75% |
| NATIONAL ELECTRICAL BENEFIT FUND | Domestic Entity | NREA HOLDINGS, LLC, A DELAWARE LIMITED LIABILITY COMPANY | MEMBER | 03/2009 | > 75% |
| QUEBE, DENNIS, F. | Individual | NATIONAL ELECTRICAL BENEFIT FUND, A DISTRICT OF COLUMBIA SITUS TRUST | TRUSTEE | 01/2015 | |
| COLSON, JOHN, R. | Individual | – | DIRECTOR | 12/2015 | < 5% |
| NOBLE, PAUL | Individual | NATIONAL ELECTRICAL BENEFIT FUND | TRUSTEE | 01/2023 | |
| MARCO, JOHN, MICHAEL | Individual | – | DIRECTOR | 12/2015 | < 5% |
| Ayivorh, Jeanne, Abbott | Individual | – | CHIEF OPERATING OFFICER | 01/2010 | < 5% |
| VERDI, KEVIN, MICHAEL | Individual | – | CHIEF INVESTMENT OFFICER | 01/2010 | < 5% |
| COOPER, KENNETH, WELLS | Individual | NATIONAL ELECTRICAL BENEFIT FUND | TRUSTEE | 07/2017 | |
| GRAU, JOHN, M. | Individual | – | DIRECTOR | 04/2019 | < 5% |
| WESTERHOLM, JERRY | Individual | – | DIRECTOR | 04/2019 | < 5% |
| Long, David | Individual | NATIONAL ELECTRICAL BENEFIT FUND | TRUSTEE | 01/2020 | |
| VERSACE, KIMBERLY, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2023 | < 5% |
| KASMARK, RAYMOND, EUGENE | Individual | – | DIRECTOR | 01/2024 | < 5% |