HOMESTEAD CAPITAL USA, LLC

Overview

Homestead Capital USA, LLC is a private adviser focused on institutional real estate investing and pooled-vehicle portfolio management. The firm is organized as an LLC and has been SEC-registered since 2015. Its business model centers on sponsoring and managing real estate funds while providing portfolio management services to pooled investment vehicles and institutional clients. Homestead charges a mix of asset-based and performance-related fees consistent with fund-based structures and operates as a related adviser and general partner/managing member for its sponsored vehicles. Investment activity tilts heavily to real estate strategies, but the firm also uses third-party alternative managers across other strategies. Homestead is not positioned as a broad-based capital allocator; instead it concentrates capital through a small number of large pooled funds and directly manages those vehicles. The firm does not identify as an active ESG investor and is set up primarily to serve institutional clients via fund structures rather than retail advisory mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices