JRE ADVISORS LLC

RIASEC RegisteredEst. 2022
Total AUM
$243M
Discretionary
$18.1M
7% of AUM
Avg account
$6.6M
Accounts
37
Employees
9
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
318777
Registered since
March 3, 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

JRE Advisors LLC is a limited liability company and SEC-registered investment adviser (registered in 2022) that focuses on portfolio management for pooled investment vehicles. Its client base is institutional, and the firm operates in sponsor/GP and managing-member roles for pooled funds. Fee arrangements combine a percentage-of-AUM charge with performance-based fees, which aligns with typical fund economics (management fees plus incentive/carry) for pooled-product managers. JRE Advisors is not positioned as an ESG-driven manager, is not a multi-state adviser, and does not identify as a pension consultant or capital allocator in the filing. The firm’s activity profile points to a manager that both runs funds and allocates capital into third-party alternative managers. That dual role—sponsoring pooled vehicles while deploying outside managers—suggests a structure that blends direct fund management responsibilities with select external manager commitments and co-investment activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • Brian Thomas

    Chief Financial Officer & Chief Compliance OfficerCRD 7500266

Contacts

2 of 2
  • Alexander Mitzner

    PrincipalCRD 7500257

  • JOHN FRASER

    Managing PrincipalCRD 5894868

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
124 E 14th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth