Quadrant Real Estate Advisors LLC (Alpharetta)

Name: Quadrant Real Estate Advisors LLC
Address: 12735 Morris Road; Suite 100, Alpharetta, GA, 30004
Telephone: 770 752 6721

Quadrant Real Estate Advisors LLC is a large advisory firm based in Alpharetta. It manages $10.06 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Georgia.

Quadrant Real Estate Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and management & consulting services related to acquiring, disposing, & financing real estate-related assets & incidental cash mgmt. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quadrant Real Estate Advisors: assets under management

The assets under management (AUM) of Quadrant Real Estate Advisors LLC is $10.06 billion. The firm's AUM has grown by 315% since the beginning of its operation, and $601.26 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.14 billion in discretionary accounts and $8.92 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $162.97 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.46 billion.

Quadrant Real Estate Advisors has custody of $74.71 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quadrant Real Estate Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Blake Eagle serves?

The only and largest group of clients of Blake Eagle is pooled investment vehicles with 2 clients and $19.57 million of assets under management. Among the 6 most similar advisory firms, Quadrant Real Estate Advisors has the 2nd lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $19.57 million for 2 clients. 33% of the firm’s clients are foreign persons or businesses.

Quadrant Real Estate Advisors also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.

Careers at Quadrant Real Estate Advisors LLC

The company employs 38 people that are either part- or full-time employees. 92 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Blake Eagle has been acting as President since 1 Jan 2006. Leon Walker joined the executive team most recently as the Chairman Of The Board.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Mgr Us Real Estate	Member	1 Oct 2005	50% - 75%	59-3822406
Kurt Lawrence Wright	Ceo/ director/manager of qcp llc	1 Nov 2005	Other	4378046
Qcp Llc	Member	1 Nov 2005	75% - 100%	20-3717764
Walter Ronald Huggins	Executive vice president/manager of qcp llc	1 Jan 2006	Other	4702715
Thomas Heinzel Mattinson	Executive vice president/manager of qcp llc	1 Jan 2006	Other	3273003
Jessica Lynne Eggins	Senior vice president/manager of qcp llc	1 Jan 2006	Other	4463817
Linda Diane Hoard	Chief compliance officer/chief finanacial officer/manager of qcp llc	1 Jan 2006	Other	4736925
Deborah Pierce Peebles	Senior vice president/manager of qcp llc	1 Jan 2006	Other	5085083
John David Morris	Senior vice president/manager of qcp llc	1 Jan 2006	Other	5085122
Claude Carter Sechrest	Member of qcp llc	1 Jan 2006	Other	5085123
Mark Wade Tracy	Senior vice president/manager of qcp llc	1 Jan 2006	Other	5085127
Frank Steven Linneen	Senior vice president/manager of qcp llc	1 Jan 2006	Other	1669261
Blake Eagle	Director	1 Jan 2006	Other	74648
Michael Ashton Wood	Executive vice president/director/manager of qcp llc	1 Jan 2006	Other	5088502
Gregory James Paramor	Director	1 Jan 2006	Other	5059005
James Andrew Mackenzie	Chairman of the board	1 Jan 2006	Other	5088501
Douglas Michael Jett	Senior vice president/manager of qcp llc	1 Mar 2006	Other	3194255
Gregory James Paramor	Chairman of the board	1 Nov 2006	Other	5059005
Adrian John Harrington	Director	1 Nov 2006	Other	5059007
Nicholas Collishaw	Chairman of the board	1 Aug 2008	Other	5618376
Nicholas Blake	Director	1 Dec 2008	Other	5627999
Leon Walker	Chairman of the board	1 Apr 2011	Other	5913635

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Mirvac Limited	Shareholder	1 Jun 2000	75% - 100%	foreign
James Fielding Holdings Limited	Shareholder	1 Jul 2000	75% - 100%	foreign
Mirvac Holdings Limited	Shareholder	1 Jul 2000	75% - 100%	foreign
James Fielding Investment Property Limited	Shareholder	1 Nov 2005	75% - 100%	foreign
Mirvac Capital Investments Property Limited	Shareholder	1 Nov 2005	75% - 100%	foreign
Mirvac Capital Investments Pty Limited	Shareholder	1 Nov 2005	75% - 100%	foreign
Linda Diane Hoard	Manager	1 Feb 2011	Other	4736925

Based in Alpharetta

The principal office where Quadrant Real Estate Advisors LLC performs its advisory services is located at 12735 Morris Road; Suite 100, Alpharetta, GA 30004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770 752 6721 or by fax (404) 549-4687. The normal business hours are 8 a.m. to 6 p.m. on Monday - Friday. You can find more information about the New York firm at quadrantrea.com/.