OAKWOOD REAL ESTATE PARTNERS, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 169387
- Registered since
- May 2, 2014
- Website
- www.oakwoodre.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Oakwood Real Estate Partners, LLC is a fund manager focused on pooled private real estate vehicles for institutional investors. The firm functions as sponsor, general partner and managing member of its funds, running portfolio-level management for pooled investment vehicles rather than providing retail advisory services. Oakwood is structured as an LLC, registered with the SEC in 2014, and remains organized around real estate fund management with an owner classified as an individual. Clients are primarily institutional, and the firm’s economics combine a percentage-of-AUM fee with performance-based compensation, aligning manager pay with fund outcomes. Oakwood is not identified as an active ESG investor and does not operate as a multi-state adviser or pension consultant; its visible activities concentrate on real estate fund formation, capital raising and asset-level oversight.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1LESLEY WASSAM
CFOCRD 7489751
Contacts
3 of 4PETER CUSHMAN
PartnerCRD 6263740
ROBERT SPAULDING
Co-Founder & Managing PartnerCRD 6276751
CHARLES SPAULDING
Chairman & PartnerCRD 6263790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 55 Madison St
- Time zone
- MT (UTC-7)
- Office locations
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