VIKING PARTNERS ADVISORS
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 321989
- Registered since
- August 31, 2022
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Viking Partners Advisors is an SEC-registered limited liability company that operates as a real estate fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and functions as a sponsor/GP and managing member of those vehicles; it also performs real estate broker and sponsor activities. Ownership includes both a domestic entity and individual owner(s). Viking Partners Advisors charges a combination of percentage-of-AUM and performance-based fees. The firm is not highlighted as an ESG-focused manager, does not present itself as a multi-state adviser, and is not listed as a pension consultant or related adviser.
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
2 of 2BRET CALLER
Co-Founder & CEOCRD 1996003
MADELINE HEDGES
Chief Compliance OfficerCRD 5159813
Contacts
1 of 1steven miller
President, Co-FounderCRD 7329366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 8044 Montgomery Rd
- Time zone
- ET (UTC-5)
- Office locations
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