Albany Road Real Estate Partners, LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$249M
Accounts
5
Employees
25
Advisory reps
13

Firm details

Headquarters
Dedham, Massachusetts
CRD number
290302
Registered since
April 30, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Albany Road Real Estate Partners, LLC is an institutional RIA formed as an LLC and registered with the SEC in 2018. The firm serves institutional clients by managing pooled investment vehicles and typically functions as sponsor, general partner and managing member of those vehicles. Its fees combine a percentage-of-AUM management charge with performance-based compensation. Albany Road does not position itself as an ESG-focused investor, and the profile indicates it is not a multi-state adviser nor a capital allocator to third-party managers.

Assets & Accounts

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

Owners & executives

2 of 2
  • Denise Adamczyk

    Denise Adamczyk

    Chief Compliance OfficerCRD 2859934

  • Jeffrey Burke

    Jeffrey Burke

    Chief Financial OfficerCRD 7084971

Contacts

3 of 11
  • Christopher Knisley

    Christopher Knisley

    President & Managing PartnerCRD 1640318

  • John Egan

    John Egan

    Managing DirectorCRD 6866413

  • Jeffrey Foresman

    Jeffrey Foresman

    Managing DirectorCRD 7352979

Unlock 8 more contacts

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

Dedham, MA

Norfolk

Location

Dedham, MA

Headquartered in Dedham, 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
Norfolk
Address
460 Legacy Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth