Realterm

RIASEC RegisteredEst. 2023
Total AUM
$10.9B
Discretionary
$8.8B
81% of AUM
Avg account
$679M
Accounts
16
Employees
265
Advisory reps
20

Firm details

Headquarters
Annapolis, Maryland
CRD number
322689
Registered since
August 21, 2023
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

Realterm operates as a limited liability company that registers with the SEC (registration recorded in 2023) and is organized around pooled real estate investment vehicles. The firm serves an institutional client base and performs portfolio management for pooled funds; it also functions in sponsor and general partner capacities and as a managing member for pooled investment vehicles. Ownership is held by a mix of domestic entities and individuals. Fee arrangements include asset-based fees, performance-based fees and other structures. The firm identifies as an active ESG investor.

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

3 of 4
  • Jason Rosenberg

    Jason Rosenberg

    Chief Compliance OfficerCRD 2703958

  • Robert Fordi

    Robert Fordi

    CEO & Chief Investment OfficerCRD 7739709

  • Duncan Pickett

    Duncan Pickett

    President and Chief Operating OfficerCRD 7739228

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Contacts

3 of 16
  • Balazs Lados

    Balazs Lados

    Managing DirectorCRD 7749326

  • Stephen Panos

    Stephen Panos

    Managing DirectorCRD 7739956

  • Edward Brickley

    Edward Brickley

    Senior Fund ManagerCRD 3094235

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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

Annapolis, MD

Anne Arundel

Location

Annapolis, MD

Headquartered in Annapolis, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Anne Arundel
Address
201 West St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth