ALLIED REALTY ADVISORS IV, LLC
Adviser information for ALLIED REALTY ADVISORS IV, LLC last updated from Form ADV on March 11th, 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 | Texas, 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 | – |
| Other Business Activities | Real estate broker, dealer, or agent |
Identifiers
| SEC RIA File Number | 802-128760 |
|---|---|
| SEC ERA File Number | 802-128760 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327961 |
| Legal Entity Identifier | None |
Principal Office
2051 GREENHOUSE RD.SUITE 300
HOUSTON
TX
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 713-622-4949, Fax: None
Chief Compliance Officer
RICARDO RIVAS
MANAGER
2051 GREENHOUSE RD.
HOUSTON
TX
United States
Tel:
713-622-4949
R*****@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ALLIED ATMA FUND IV, LLC | Real Estate Fund | $0.0M | $1.0M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RIVAS, RICARDO | Individual | – | MANAGER AND CHIEF COMPLIANCE OFFICER | 01/2023 | 10-25% |
| BLEVINS, GENE, R | Individual | – | MEMBER | 01/2023 | 10-25% |
| MYERS, TIM, L | Individual | – | MEMBER | 01/2023 | 10-25% |
| TATE, KIRK, H | Individual | – | MEMBER | 01/2023 | 10-25% |
| SANDOVAL, MARIA | Individual | – | MEMBER | 01/2023 | 10-25% |
| SUN FINANCIAL BELTWAY 8/HYW 90, LP | Domestic Entity | – | MEMBER | 01/2023 | 10-25% |
| ATMA CAPITAL, LLC | Domestic Entity | – | MEMBER | 01/2023 | 10-25% |