LUBERT-ADLER MANAGEMENT COMPANY, L.P.

RIASEC RegisteredEst. 2010
Total AUM
$2.8B
Discretionary
$2.5B
89% of AUM
Avg account
$104M
Accounts
27
Employees
24
Advisory reps
2

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
155201
Registered since
October 22, 2010
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lubert-Adler Management Company, L.P. operates as a limited partnership focused on pooled real estate investment vehicles. The firm is SEC-registered (since 2010) and serves an institutional client base, acting as sponsor, general partner and managing member for its funds. Its advisory activity centers on portfolio management for pooled investment vehicles rather than direct retail advisory. Fee arrangements include a percentage-of-assets component along with performance-based fees and other fee structures. Lubert-Adler does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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
  • DEAN ADLER

    Co-Founder and CEOCRD 1443469

Contacts

1 of 1
  • IRA LUBERT

    Chairman & Co-FounderCRD 2516958

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

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
2400 Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth