COMUNIDAD REALTY PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$206M
Discretionary
$206M
100% of AUM
Avg account
$51.6M
Accounts
4
Employees
15
Advisory reps
1

Firm details

Headquarters
AUSTIN, Texas
CRD number
315665
Registered since
July 27, 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

Comunidad Realty Partners is a real-estate-focused investment adviser formed as a limited liability company and registered with the SEC in 2022. The firm’s advisory mandate centers on pooled investment vehicles, acting as adviser and sponsor/GP/managing member to closed-end real estate funds for institutional clients. Comunidad shows an active ESG posture, which suggests that environmental, social or governance factors are integrated into underwriting or asset management decisions across its funds. Their compensation mixes a percentage-of-AUM fee with performance-based fees, a structure that aligns the firm’s economics with fund performance and is common for sponsors that retain carried interest or promote arrangements. As a single-state operating entity (not a multi-state adviser), Comunidad’s operations appear concentrated, though it maintains multiple offices.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JUAN MARQUEZ

    Founder and Managing PartnerCRD 7405932

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
5000 Plaza on the Lk
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth