AEW Capital Management LP

RIASEC RegisteredEst. 1996
Total AUM
$3B
Discretionary
$2.3B
77% of AUM
Avg account
$112M
Accounts
27
Employees
250
Advisory reps
10

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 operates as an institutional-focused real estate investment manager. Founded and SEC-registered in 1996, the firm is organized around pooled real estate strategies and serves primarily institutional clients. It performs portfolio management for investment companies, pooled vehicles and institutional businesses, and also acts in roles across the industry such as sponsor/GP of pooled vehicles, real estate broker and as a CPO/CTA. The firm pursues both public and private real estate exposures and is identified as an active ESG investor. Its commercial orientation is reflected in fee arrangements that include percentage-of-AUM and performance-based components, and the firm uses multiple business lines beyond pure advisory work (including sponsor and custody-related relationships).

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

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

Owners & executives

3 of 5
  • Jonathan Martin

    Jonathan Martin

    Chief Executive OfficerCRD 6777305

  • Michael Byrne

    Michael Byrne

    Chief Investment OfficerCRD 7359150

  • Seth Berger

    Seth Berger

    Chief Financial OfficerCRD 4946459

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Contacts

3 of 5
  • Michael Acton

    Michael Acton

    Head of ResearchCRD 2276358

  • John Struzziery

    John Struzziery

    Head of Investor RelationsCRD 4228162

  • Joseph Straub

    Joseph Straub

    Managing DirectorCRD 2518320

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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

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