REALTERM

Overview

Realterm is organized as an LLC and operates primarily as a real estate fund manager serving institutional clients. The firm is SEC-registered (2023) and positions itself around managing pooled investment vehicles, acting both as adviser and as sponsor/GP/managing member of those vehicles. Realterm reports that it does not operate as a capital allocator in the traditional sense; instead it runs and manages its own pooled funds while also allocating to third-party alternative managers in certain strategies. Fee arrangements include asset-based fees and performance-linked fees, with additional fee types noted. The firm identifies as an active ESG investor, indicating ESG factors are part of its investment approach, though specific integration methods are not detailed in the available data. Advisory activity is focused on portfolio management for pooled investment vehicles rather than on individualized retail advisory services. Ownership is recorded as a mix of domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives