SRT GROUP LLC
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
FINTRXOverview
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
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 3BRIAN SEDRISH
Chief Executive OfficerCRD 2649978
GABRIEL KATZ
Secretary and Chief Legal OfficerCRD 7356221
Brandon Hetzel
Chief Financial OfficerCRD 7730934
Contacts
1 of 1LEONARD TANNENBAUM
Founder & Executive ChairmanCRD 2524216
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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