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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Samantha Watson
Chief Compliance OfficerCRD 7324713
JOSH PLATTNER
Chief Investment OfficerCRD 7531749
VLADIMIR SHLAFMAN
Chief Financial OfficerCRD 3098660
Contacts
1 of 1Paul 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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