AMERICAN REALTY ADVISORS

RIASEC RegisteredEst. 1990
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$1.6B
Accounts
2
Employees
70
Advisory reps
8

Firm details

Headquarters
Los Angeles, California
CRD number
107965
Registered since
November 15, 1990
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

American Realty Advisors is an SEC-registered LLC that operates as a hedge fund manager focused on institutional clients. The firm, in operation since 1990, provides portfolio management for pooled investment vehicles and for businesses or institutions, offers pension consulting services, and publishes periodicals or newsletters. It serves primarily institutional investors and employs a mix of fee arrangements, including percentage-of-AUM, hourly charges, fixed fees, and performance-based fees. The firm also acts as sponsor, general partner, or managing member of pooled vehicles rather than functioning as a pure capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

3 of 4
  • GLENN ANDERSON

    Chief Accounting OfficerCRD 6012192

  • KIRK HELGESON

    President and Chief Investment OfficerCRD 5743986

  • KRISTIN ADRIAN

    General Counsel & Chief Compliance OfficerCRD 5217012

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Contacts

3 of 4
  • KARIN HAYES

    Executive Vice PresidentCRD 1193715

  • SCOTT DARLING

    Executive Manager DirectorCRD 2031017

  • FEDERICO BLANCO

    Co-General CounselCRD 8243844

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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

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
515 S Flower St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth