BELVERON REAL ESTATE PARTNERS, LLC

RIASEC RegisteredEst. 2016
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$32.4M
Accounts
39
Employees
25
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
282072
Registered since
March 17, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Belveron Real Estate Partners, LLC is a privately held limited liability company focused on pooled real estate investment vehicles. Registered with the SEC since 2016, the firm operates as a manager and sponsor of closed-ended and pooled funds, taking roles such as general partner and managing member for the vehicles it organizes. Its client base is institutional, and the firm provides portfolio management specifically for pooled investment products. The firm's economics combine a percentage-of-AUM fee schedule with performance-based fees. Belveron does not identify as an active ESG investor. It is organized as a domestic entity and reports no status as a multi-state or newly formed adviser.

Assets & Accounts

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

Owners & executives

3 of 3
  • Samantha Watson

    Chief Compliance OfficerCRD 7324713

  • JOSH PLATTNER

    Chief Investment OfficerCRD 7531749

  • VLADIMIR SHLAFMAN

    Chief Financial OfficerCRD 3098660

Contacts

1 of 1
  • Paul Odland

    Founder & Managing PartnerCRD 6612338

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
550 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth