AETOS CAPITAL REAL ESTATE

RIASEC RegisteredEst. 2012
Total AUM
$191M
Discretionary
$191M
100% of AUM
Avg account
$23.9M
Accounts
8
Employees
14
Advisory reps
2

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
156128
Registered since
February 22, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aetos Capital Real Estate LLC is an SEC-registered adviser (since 2012) that structures and manages pooled real estate investment vehicles for institutional clients. The firm is organized as an LLC and operates primarily as a real‑estate-focused manager and sponsor, acting in roles such as general partner, managing member, and CPO/CTA. Advisory activity centers on portfolio management for pooled investment vehicles; the firm reports it is not a capital allocator to third‑party managers and does not identify as an active ESG investor. Its fee model combines a percentage of assets under management with performance‑based compensation.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • SCOTT KELLEY

    Chief Executive Officer & Chief Compliance OfficerCRD 1748572

Contacts

1 of 1
  • YANTING WANG

    DirectorCRD 6350673

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

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
67 Holly Hill Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth