REALBLOCKS INVESTMENT ADVISORS, INC.
Adviser information for REALBLOCKS INVESTMENT ADVISORS, INC. last updated from Form ADV on February 15th, 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 | Corporation |
|---|---|
| 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 | 802-120124 |
|---|---|
| SEC ERA File Number | 802-120124 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311781 |
| Legal Entity Identifier | None |
Principal Office
43 WEST 23RD STREETFOURTH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9 AM - 5 PM
Tel: 612-450-5924, Fax: None
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| REALBLOCKS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| REALBLOCKS PRIVATE SECURITIES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| REALBLOCKS US REAL ESTATE FUND, LP | Real Estate Fund | $0.0M | $0.1M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BROOKS, LOWELL, SCOTT | Individual | – | PRESIDENT | 12/2019 | < 5% |
| ENVEXERGY INC. | Domestic Entity | – | INCORPORATED IN THE STATE OF DELAWARE | 09/2017 | > 75% |
| QUARSHIE, PERRIN, ADDO | Individual | ENVEXERGY INC. | CHIEF EXECUTIVE OFFICER | 09/2017 | 25-50% |
| HANUS, MICHAEL, JAY | Individual | – | CHIEF INVESTMENT OFFICER | 07/2022 | < 5% |