CIRRUS REAL ESTATE PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$970M
Discretionary
$970M
100% of AUM
Avg account
$46.2M
Accounts
21
Employees
21
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
323210
Registered since
November 8, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cirrus Real Estate Partners is organized as a limited partnership and registers as a real estate–focused investment adviser. The firm works primarily with institutional clients and serves as an adviser to pooled investment vehicles, often acting in sponsor or general partner capacities. It charges a mix of asset-based management fees and performance fees. Cirrus is not positioned as a capital allocator to outside managers; instead its business centers on running its own pooled funds. The adviser is registered with the SEC (first registered in 2022) and does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

1 of 1
  • ROBERT LORD

    General Counsel and Chief Compliance OfficerCRD 1789956

Contacts

2 of 2
  • ANTHONY TUFARIELLO

    Managing PartnerCRD 1530550

  • JOSEPH MCDONNELL

    Managing PartnerCRD 5349724

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
106 W 56th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth