BX REIT Advisors L.L.C.

RIASEC RegisteredEst. 2017
Total AUM
Avg account
$0
Accounts
0
Employees
562
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
288053
Registered since
May 4, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BX REIT Advisors L.L.C. is an SEC-registered limited liability company formed in 2017 that positions itself as an institutional-facing manager and sponsor of pooled investment vehicles. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled vehicles, which aligns with its name and emphasis on real estate-related investing. Fee arrangements include a percentage-of-AUM component plus performance-based fees, indicating a compensation model tied to both scale and outperformance. The firm reports being an active ESG investor, and its corporate footprint and affiliations span broker-dealer, banking, insurance, accounting, and sponsor/GP roles, suggesting it combines investment management with sponsor and operational responsibilities for the vehicles it runs. BX REIT Advisors’ client base is institutional and the company is classified as a related adviser in some capacity. While regulatory classification lists it as not a multi-state adviser, the firm maintains a multi-state physical presence and multiple industry affiliations that support structured product management, sponsorship of partnerships and pooled vehicles, and commodity-related activity.

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

Contacts

3 of 5
  • Nadeem Meghji

    Sr. Managing DirectorCRD 4981585

  • Scott Mathias

    Scott Mathias

    CCO, Managing DirectorCRD 6622618

  • Katharine Keenan

    Sr. Managing DirectorCRD 6044790

Unlock 2 more contacts

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
345 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth