BX REIT Advisors L.L.C.

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
562
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
288053
Registered since
May 4, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BX REIT Advisors L.L.C. is an institutional registered investment adviser that serves a small number of institutional clients. The firm is organized as an LLC and has been SEC-registered since 2017. Its core activities include acting as a commodity pool operator or commodity trading advisor and providing portfolio management for pooled investment vehicles. Compensation is structured as a percentage of assets under management and can include performance-based fees, consistent with active management of pooled products. The firm is not positioned as an ESG investor and is identified as a related adviser to other entities, with a mix of domestic entity and individual ownership. BX REIT Advisors maintains a set of industry affiliations that span brokerage, banking, insurance, accounting, and sponsorship roles; it also serves as sponsor or managing member of pooled investment vehicles. Those links suggest the firm operates within a broader financial services network and can both originate and manage pooled structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Scott Mathias

    Scott Mathias

    CCO, Managing DirectorCRD 6622618

  • Brett Newman

    Brett Newman

    Senior Managing DirectorCRD 5348170

  • Nadeem Meghji

    Sr. Managing DirectorCRD 4981585

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Wealth teams

FINTRX

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
345 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth