SDS REAL ESTATE ADVISORS

RIASEC RegisteredEst. 2021
Total AUM
$474M
Discretionary
$474M
100% of AUM
Avg account
$94.8M
Accounts
5
Employees
14
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
309932
Registered since
July 22, 2021
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SDS Real Estate Advisors is a limited liability company that operates as an investment manager for pooled real estate vehicles, structured to serve institutional investors. The firm serves as sponsor, general partner, and managing member for its funds, taking on portfolio management responsibilities for pooled investment vehicles rather than acting as a broad capital allocator. SDS registered with the SEC in 2021 and uses a fixed-fee arrangement with its institutional client base. The adviser does not present itself as an active ESG investor, and it is not organized as a multi-state adviser or pension consultant. Its ownership is listed as a combination of domestic entity and individual ownership, and the business focus is concentrated on running closed-end or pooled real estate investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • KENNETH MAYNE

    Chief Administrative OfficerCRD 4337016

  • DEBORAH LA FRANCHI

    Founder & CEOCRD 5298056

Wealth teams

FINTRX

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

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
1281 Westwood Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth