GRIFFIS RESIDENTIAL INVESTMENT ADVISOR

RIASEC RegisteredEst. 2013
Total AUM
$1.9B
Discretionary
$1.8B
98% of AUM
Avg account
$92.7M
Accounts
20
Employees
30
Advisory reps
4

Firm details

Headquarters
GREENWOOD VILLAGE, Colorado
CRD number
166201
Registered since
February 19, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Griffis Residential Investment Advisor is a SEC-registered real estate fund adviser that focuses on pooled investment vehicles for institutional investors. Organized as a limited liability company and registered in 2013, the firm serves as sponsor, general partner, and managing member for its funds rather than acting primarily as a capital allocator. Its client base is institutional and its fee model combines a percentage-of-AUM charge with performance-based fees tied to fund returns. The firm also identifies as an active ESG investor, indicating that sustainability and governance considerations are part of its investment approach. Advisory activity is concentrated on portfolio management for pooled investment vehicles, with the firm functioning in roles common to real estate sponsors and GPs. Ownership is held by domestic entities and individuals.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

3 of 4
  • DAVID BIRNBAUM

    Co-CEOCRD 6144487

  • Christopher Souther

    Chief Financial OfficerCRD 6690879

  • IAN GRIFFIS

    Chairman, Co-CEOCRD 6144485

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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

GREENWOOD VILLAGE, CO

ARAPAHOE

Location

GREENWOOD VILLAGE, CO

Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
ARAPAHOE
Address
6400 S Fiddlers Green Cir
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth