SRT GROUP LLC

RIASEC RegisteredEst. 2024
Total AUM
$206M
Discretionary
$206M
100% of AUM
Avg account
$206M
Accounts
1
Employees
28
Advisory reps
4

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
330219
Registered since
July 18, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SRT Group LLC is organized as a limited liability company that operates as an adviser to pooled investment vehicles with a primary focus on real estate. The firm is SEC-registered (2024) and serves institutional investors. Its advisory work is concentrated on portfolio management for pooled funds, and it functions in sponsor and general partner roles as a managing member of those vehicles. Compensation includes a combination of percentage-of-AUM fees and performance-based fees. The firm is not positioned as a broad capital allocator and does not identify 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 3
  • BRIAN SEDRISH

    Chief Executive OfficerCRD 2649978

  • GABRIEL KATZ

    Secretary and Chief Legal OfficerCRD 7356221

  • Brandon Hetzel

    Chief Financial OfficerCRD 7730934

Contacts

1 of 1
  • LEONARD TANNENBAUM

    Founder & Executive ChairmanCRD 2524216

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

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
525 Okeechobee Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth