Belveron Real Estate Partners, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 282072
- Registered since
- March 17, 2016
- Website
- belveron.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Belveron Real Estate Partners, LLC is an SEC-registered investment adviser organized as an LLC and active since 2016. The firm operates as a real estate fund manager and provides portfolio management for pooled investment vehicles, serving institutional clients. It functions as sponsor, general partner and managing member of its pooled vehicles and charges a blend of percentage-of-AUM and performance-based fees. Belveron is not positioned as a capital allocator to external programs, is not an active ESG investor, and does not describe itself as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Josh Plattner
Chief Investment OfficerCRD 7531749

Vladimir Shlafman
Chief Financial OfficerCRD 3098660
Contacts
1 of 1
Paul Odland
Founder & Managing PartnerCRD 6612338
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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