AEW CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 1996
Total AUM
$3B
Discretionary
$2.3B
77% of AUM
Avg account
$112M
Accounts
27
Employees
250
Advisory reps
10

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
108633
Registered since
December 9, 1996
Custodians
THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles30.7%
  • Corporations / Businesses25.94%
  • Sovereign Wealth Funds25.34%
  • Pension & Profit Sharing Plans8.8%
  • Other3.69%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

AEW Capital Management LP is organized as a limited partnership and is classified in the data as a real estate fund manager with an institutional client focus. The firm provides portfolio management services to investment companies, pooled investment vehicles and to businesses or institutions. Its regulatory and business activities include acting as a commodity pool operator/commodity trading advisor and operating as a real estate broker; the firm also appears as a sponsor or general partner for pooled vehicles and maintains a range of industry affiliations (broker-dealer, futures commission merchant, trust company, insurance company and related entities). Fee arrangements include percentage-of-AUM and performance-based components, and the firm is identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 64%, Other 33%, Cash & Cash Equivalents 3%64%
  • Exchange Traded Equities64%
  • Other33%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 5
  • JONATHAN MARTIN

    Chief Executive OfficerCRD 6777305

  • MICHAEL BYRNE

    Chief Investment OfficerCRD 7359150

  • SETH BERGER

    Chief Financial OfficerCRD 4946459

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Contacts

3 of 5
  • MICHAEL ACTON

    Head of ResearchCRD 2276358

  • John Struzziery

    Head of Investor RelationsCRD 4228162

  • JOSEPH STRAUB

    Managing DirectorCRD 2518320

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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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
2 Seaport Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth