BREAKTHROUGH PROPERTIES
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 309668
- Registered since
- September 4, 2020
- Website
- www.btprop.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Breakthrough Properties operates as a real estate–focused adviser that builds and manages pooled investment vehicles for institutional clients. The firm’s primary activity is portfolio management for pooled funds, with a clear emphasis on real estate strategies. Breakthrough Properties positions itself as an active ESG investor, integrating environmental, social and governance considerations into its investment process for property acquisitions and asset management. The firm also serves as sponsor, general partner and managing member of its pooled vehicles, which indicates a hands‑on role from acquisition through ongoing asset management and potential dispositions. Fee arrangements combine a percentage-of-AUM component with performance-based fees and other structures, aligning the adviser’s compensation with both scale and realized returns. While the firm works primarily with institutional investors, it is structured as a Limited Liability Company and is listed as a domestic entity and individual owner type. Breakthrough Properties is designated as a real estate fund manager rather than a broad capital allocator.
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
3 of 4Daniel Belldegrun
Chief Executive Officer and Co-FounderCRD 7282055
LESLEY CHAO
Chief Financial OfficerCRD 4657423
ALISON CULLEN
Chief Compliance OfficerCRD 8216750
Contacts
1 of 1JENNIFER WARNE
Senior Vice PresidentCRD 7858668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 10100 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
TCW PT MANAGEMENT COMPANY LLC
RIALos Angeles, CA
CIM CAPITAL, LLC
RIALos Angeles, CA
HOWARD CAPITAL MANAGEMENT GROUP, LLC
RIALos Angeles, CA
SSI INVESTMENT MANAGEMENT LLC
RIALos Angeles, CA
RRG CAPITAL MANAGEMENT LLC
RIALos Angeles, CA
PERENNIAL FINANCIAL SERVICES
RIALos Angeles, CA