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 has been registered with the SEC since 2014. The firm is classified as a real estate fund manager but operates primarily as an adviser to pooled investment vehicles, providing portfolio management services to institutional clients. It reports a nonstandard fee structure and does not identify as an active ESG investor. The firm's operating footprint includes a range of industry roles beyond fund advisory: it is affiliated with broker-dealer activity, other investment advisory services, CPO/CTA functions, banking or thrift operations, trust company activities, insurance company involvement, and it acts as sponsor/GP or managing member for pooled vehicles. Owner type is listed as domestic entity/individual.

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

Contacts

3 of 5
  • Mary Pumphrey

    Mary Pumphrey

    Compliance Program DirectorCRD 2513345

  • Rachelle Hesterlee

    Senior Vice President and DirectorCRD 7959104

  • John Nunnery

    John Nunnery

    Senior Vice President, Manager of Preservation InvestmentsCRD 6310219

Unlock 2 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