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 real estate-focused investment adviser organized as an LLC and SEC-registered in 2014. The firm operates primarily as a manager and sponsor of pooled investment vehicles, serving institutional investors. Its advisory work centers on portfolio management for private pooled funds, and it commonly functions as the general partner or managing member of those vehicles. Fee arrangements combine asset-based management fees with performance-based (carried interest or incentive) fees. Oakwood does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not positioned as a pension consultant or broader capital allocator.
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 1
Lesley Wassam
CFOCRD 7489751
Contacts
3 of 4
Peter 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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