METWEST REALTY ADVISORS, LLC
Adviser information for METWEST REALTY ADVISORS, LLC last updated from Form ADV on February 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 | 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 | 802-74906 |
|---|---|
| SEC ERA File Number | 802-74906 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161739 |
| Legal Entity Identifier | None |
Principal Office
11100 SANTA MONICA BLVD.SUITE 1700
LOS ANGELES
CA
United States
Monday - Friday, 9AM - 5PM
Tel: 310-893-0200, Fax: 310-893-0250
Chief Compliance Officer
NoneIndustry Affiliates
| APC ASSET DEVELOPMENT I, LP | Other investment adviser, including financial planners |
| APC ASSET DEVELOPMENT II, LP | Other investment adviser, including financial planners |
| ARISTOTLE ATLANTIC PARTNERS, LLC | Other investment adviser, including financial planners |
| ARISTOTLE CAPITAL BOSTON, LLC | Other investment adviser, including financial planners |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | Other investment adviser, including financial planners |
| ARISTOTLE CREDIT PARTNERS, LLC | Other investment adviser, including financial planners |
| ARISTOTLE INVESTMENT SERVICES, LLC | Other investment adviser, including financial planners |
| ARISTOTLE PACIFIC CAPITAL, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| METWEST FUND MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| METWEST REAL ESTATE FUND I, LLC | Real Estate Fund | $10.8M | $1.0M | 31 |
| MWRE CO-INVESTMENT FUND II, LLC | Real Estate Fund | $10.8M | $0.1M | 22 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| METWEST VENTURES, LLC | Domestic Entity | – | OWNER, MEMBER | 10/2009 | > 75% |
| SCHWEITZER, RICHARD, HARLAN | Individual | – | COO, CFO | 10/2009 | < 5% |
| HOLLANDER, RICHARD, SCOTT | Individual | – | CHAIRMAN, CEO | 10/2009 | < 5% |
| RICHARD HOLLANDER AND JACQUELINE HOLLANDER TTEE OF HOLLANDER TRUST | Domestic Entity | METWEST VENTURES, LLC | OWNER, MEMBER | 10/2009 | > 75% |