AEW Capital Management LP

RIASEC Registered
Total AUM
$3B
Discretionary
$2.3B
77% of AUM
Avg account
$112M
Accounts
27
Employees
250
Advisory reps
9

Firm details

Headquarters
Boston, Massachusetts
CRD number
108633
Registered since
December 9, 1996
Custodians
THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles30.7%
  • Corporations / Businesses25.94%
  • Sovereign Wealth Funds25.34%
  • Pension & Profit Sharing Plans8.8%
  • Other3.69%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

AEW Capital Management LP is a limited partnership that manages institutional real‑estate–focused strategies and related investment vehicles. The firm is registered with the SEC (registered in 1996) and reports a mix of fee arrangements, including percentage of AUM and performance fees. Its business activities extend beyond portfolio management for pooled vehicles and investment companies to roles such as commodity pool operator/CTA and real estate brokerage; AEW also identifies as an active ESG investor. Clients are primarily institutional, and the firm maintains ownership as an individual‑owner structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 64%, Other 33%, Cash & Cash Equivalents 3%64%
  • Exchange Traded Equities64%
  • Other33%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
2 Seaport Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth