Bluerock Fund Advisor, LLC

Overview

Bluerock Fund Advisor, LLC is an SEC-registered institutional RIA formed as an LLC in 2012 that provides portfolio management services to investment companies. The firm’s client base is institutional and it charges fees based on a percentage of assets under management. It is not positioned as a multi-state adviser, does not identify as an active ESG investor, and is not described as a capital allocator, pension consultant, or related adviser to other firms. Regulatory and business activity filings indicate Bluerock Fund Advisor functions beyond pure advisory work: it holds industry roles tied to broker-dealer activity and acts as a sponsor or general partner of pooled investment vehicles and limited partnerships. Those affiliations suggest the firm organizes, sponsors, or manages pooled funds and investment-company vehicles in addition to providing portfolio management for those vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices