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
3

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 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

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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

2 of 2
  • Josh Plattner

    Josh Plattner

    Chief Investment OfficerCRD 7531749

  • Vladimir Shlafman

    Vladimir Shlafman

    Chief Financial OfficerCRD 3098660

Contacts

1 of 1
  • Paul Odland

    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