Almanac Realty Investors, LLC is a large advisory firm based in New York. It manages $4.62 billion of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Almanac Realty Investors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Almanac Realty Investors, LLC is $4.62 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 148% since the beginning of its operation, and $171.12 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Almanac Realty Investors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Almanac Realty Investors is pooled investment vehicles with 33 clients and $4.62 billion of assets under management. Among the 11 most similar advisory firms, Almanac Realty Investors has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.62 billion for 33 clients. 3% of the firm’s clients are foreign persons or businesses.
Almanac Realty Investors also advises several private funds. Namely, one hedge fund and thirty two private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $150,000,000.
The company employs 28 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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.
The principal office where Almanac Realty Investors, LLC performs its advisory services is located at 1140 Avenue Of The Americas, New York, NY 10036, 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 212-403-3522. The normal business hours are 9 am to 6 pm on Monday - Friday. You can find more information about the New York firm at almanacrealty.com.