Encore Housing Opportunity Fund Investment Manager, LLC

RIASEC RegisteredEst. 2012
Total AUM
$680M
Discretionary
$680M
100% of AUM
Avg account
$56.6M
Accounts
12
Employees
47
Advisory reps
5

Firm details

Headquarters
Boca Raton, Florida
CRD number
159393
Registered since
March 20, 2012
Website
www.encorecm.com
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Encore Housing Opportunity Fund Investment Manager, LLC is an SEC-registered LLC that serves institutional investors by managing pooled real estate investment vehicles. The firm’s advisory activity centers on portfolio management for pooled funds, and it operates as a sponsor/GP and managing member for the vehicles it runs. Fee arrangements include percentage-of-AUM pricing plus other fee components. Encore is not positioned as an active ESG investor and is not registered as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Owners & executives

3 of 3

  • John Chiste

    Chief Financial OfficerCRD 6030036

  • Oscar Vasquez

    Oscar Vasquez

    Chief Operating OfficerCRD 6116776

  • Arthur Falcone

    Co-Founder and Chief Investment OfficerCRD 6021086

Contacts

2 of 2
  • Anthony Avila

    Anthony Avila

    Co-Founder & Managing PrincipalCRD 2871741

  • William Powers

    William Powers

    Investment Committee MemberCRD 1175173

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1 Town Center Rd
Time zone
ET (UTC-5)
Office locations

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