Realterm
Firm details
- Headquarters
- Annapolis, Maryland
- CRD number
- 322689
- Registered since
- August 21, 2023
- Website
- www.realterm.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Jason Rosenberg
Chief Compliance OfficerCRD 2703958

Robert Fordi
CEO & Chief Investment OfficerCRD 7739709

Duncan Pickett
President and Chief Operating OfficerCRD 7739228
Contacts
3 of 16
Balazs Lados
Managing DirectorCRD 7749326

Stephen Panos
Managing DirectorCRD 7739956

Edward Brickley
Senior Fund ManagerCRD 3094235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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