ALLIED REALTY ADVISORS IV, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 327961
- Website
- www.alliedrealtyadvisors.com
Firm profile
FINTRXOverview
Allied Realty Advisors IV, LLC operates as a small, real estate-focused firm organized as a limited liability company. The firm’s public filings list its primary business activity as real estate broker and identify it as an investment adviser of an unspecified scope. The adviser is not designated as a capital allocator in its filing, is not identified as an active ESG investor, and is not reported to be a multi-state adviser or pension consultant. Little detail is disclosed about advisory personnel or a stated investment mandate, which suggests the entity functions primarily around property-level transactions and fund-level sponsorship rather than broad wealth management or institutional consulting. The firm’s profile is consistent with a sponsor or manager that supports one or a small number of pooled real estate vehicles. Its public information does not specify fee schedules, client segmentation, or a stated asset-allocation tilt beyond real estate, indicating a tightly focused operating model centered on property assets and related brokerage or placement activities.
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
1 of 1RICARDO RIVAS
Chief Executive OfficerCRD 6450515
Contacts
3 of 4MARIA SANDOVAL
MemberCRD 7797799
KIRK TATE
MemberCRD 6450518
TIM MYERS
MemberCRD 6450517
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 2051 Greenhouse Rd
- Time zone
- CT (UTC-6)
- Office locations
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