Related Fund Management, LLC is a large advisory firm based in New York. It manages $5.18 billion of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and New York.
Related Fund Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and administrative services. 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 Related Fund Management, LLC is $5.18 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 207% since the beginning of its operation, and $481.25 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Related Fund Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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 Justin Everett Metz is pooled investment vehicles with 26 clients and $5.09 billion of assets under management. Among the 11 most similar advisory firms, Related Fund Management has the 5th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $5.09 billion for 26 clients. 11% of the firm’s clients are foreign persons or businesses.
Related Fund Management also advises several private funds. Namely, twenty four real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $20,000,000.
The company employs 39 people that are either part- or full-time employees. 64 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.
Justin Everett Metz has been acting as President since 1 Jan 2013. Suzanne Nmn Zacharias joined the executive team most recently as the Chief Compliance Officer.
The principal office where Related Fund Management, LLC performs its advisory services is located at 60 Columbus Circle, New York, NY 10023, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-801-1000 or by fax 212-801-1003. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at related.com.