PNC REAL ESTATE

RIASEC RegisteredEst. 2014
Total AUM
$3.6B
Discretionary
$3.6B
100% of AUM
Avg account
$49.4M
Accounts
72
Employees
186
Advisory reps
5

Firm details

Headquarters
LOUISVILLE, Kentucky
CRD number
172753
Registered since
November 21, 2014
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

PNC Real Estate is organized as a limited liability company and operates primarily as a pooled-vehicle manager focused on institutional clients. The adviser is registered with the SEC (registered in 2014) and is classified as a real estate fund manager, but its activity extends beyond direct real estate ownership to managing and sponsoring pooled investment vehicles. The firm serves as sponsor, general partner or managing member on its funds and delivers portfolio management for those pooled vehicles rather than acting as a traditional retail wealth manager. Investment activity centers on real assets and private-market strategies. The firm does not position itself as an active ESG investor. Its fee structure is listed as “other,” reflecting non-standard or negotiated arrangements common with institutional pooled products. Industry relationships include affiliations with broker-dealers, banking and trust institutions, insurance companies and other pooled-vehicle sponsors, which supports capital raising, custody and distribution around its funds.

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
  • THOMAS RUS

    Chief Compliance OfficerCRD 5030092

Contacts

3 of 4
  • RACHELLE HESTERLEE

    Senior Vice President and DirectorCRD 7959104

  • JOHN NUNNERY

    Senior Vice President, Manager of Preservation InvestmentsCRD 6310219

  • TODD CROW

    Executive Vice President and Manager of Tax CreditCRD 3136793

Unlock 1 more contacts

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

LOUISVILLE, KY

JEFFERSON

Location

LOUISVILLE, KY

Headquartered in LOUISVILLE, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.

Metro area
Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
Region
South
County
JEFFERSON
Address
101 S 5th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth