INTEGRATED CAPITAL MANAGEMENT

INTEGRATED CAPITAL MANAGEMENT LLC Legal Name

Adviser information for INTEGRATED CAPITAL MANAGEMENT last updated from Form ADV on March 20th, 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 0
Investment Advisory/Research 0
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 0 $0
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
Compensation

Identifiers

SEC RIA File Number 802-114136
SEC ERA File Number 802-114136
SEC CIK Numbers None
SEC CRD Numbers 298438
Legal Entity Identifier None

Principal Office

6060 CENTER DRIVE
10TH FLOOR
LOS ANGELES
CA
United States
Monday - Friday, 9AM-5PM
Tel: 310-902-4188, Fax: None

Chief Compliance Officer

None

Industry Affiliates

INTEGRATED REALTY CAPITAL I GP Sponsor, GP, manager of pooled investment vehicles
INTEGRATED REALTY CAPITAL II GP Sponsor, GP, manager of pooled investment vehicles
IRC MALIBU SIDECAR GP Sponsor, GP, manager of pooled investment vehicles
ROBERT LINDNER Real estate broker or dealer

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
INTEGRATED REALTY CAPITAL I LP Real Estate Fund $30.9M $0.0M 54
INTEGRATED REALTY CAPITAL II LP Real Estate Fund $15.8M $0.1M 48
IRC MALIBU SIDECAR LLC Real Estate Fund $7.3M $0.0M 20
IRC PALMER QOZ LLC Real Estate Fund $2.0M $0.1M 5

Control Persons

Name Type Entity Title Since Ownership
Cunningham, Sean, Greggory Individual CHIEF FINANCIAL OFFICER 04/2017 < 5%
LIGHTHOUSE REALTY ADVISORS, INC. Domestic Entity MANAGING MEMBER 01/2017 50-75%
CA COASTAL VISTAS, INC. Domestic Entity MANAGING MEMBER 01/2017 50-75%
Lindner, Robert, Ian Individual CA COASTAL VISTAS, INC. SOLE OWNER 12/2014 > 75%
CARRICK, JOHN, MARK Individual LIGHTHOUSE REALTY ADVISORS, INC. SOLE OWNER 05/2005 > 75%
CARRICK, JOHN, MARK Individual MANAGING PRINCIPAL 01/2017 < 5%
Lindner, Robert, Ian Individual MANAGING PRINCIPAL 01/2017 < 5%

No. Employees, Historic

00020192020202120222023202420250 on 10/2/20190 on 3/27/20200 on 6/23/20200 on 3/29/20210 on 3/3/20220 on 3/1/20230 on 3/20/2024