AEREF MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$194M
Discretionary
$194M
100% of AUM
Avg account
$97.2M
Accounts
2
Employees
20
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
322495
Registered since
November 1, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aeref Management, LLC is an SEC-registered adviser that structures and manages pooled real estate investment vehicles for institutional clients. The firm acts as portfolio manager and sponsor/GP of its funds, charging both a percentage-of-assets management fee and performance-based fees to align economics with investors. Its mandate centers on real assets strategies delivered through a single advised real estate fund, while program-level governance and active portfolio management are primary activities rather than open-ended retail advisory business. The firm is positioned as an institutional manager rather than a multi-state retail adviser or pension consultant. It does not identify as an active ESG investor and is not primarily a capital allocator to third-party diversified manager platforms; instead, it runs and sponsors its own pooled vehicles and participates directly in underlying asset selection and asset-level management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • DONALD HASTINGS

    Managing Director and Chief Compliance OfficerCRD 7901005

  • PETER KRAUS

    Chairman & CEOCRD 1605655

Contacts

3 of 5
  • DOUGLAS EISENBERG

    Board MemberCRD 7676358

  • JOHN BRADY

    Board MemberCRD 1559335

  • JOHN ARRILLAGA

    Board MemberCRD 7676360

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
40 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth