Encore Housing Opportunity Fund Investment Manager, LLC

RIASEC RegisteredEst. 2012
Total AUM
$680M
Discretionary
$680M
100% of AUM
Avg account
$56.6M
Accounts
12
Employees
47
Advisory reps
5

Firm details

Headquarters
Boca Raton, Florida
CRD number
159393
Registered since
March 20, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Encore Housing Opportunity Fund Investment Manager, LLC is a real estate-focused investment manager that advises pooled investment vehicles for institutional clients. The firm is organized as an LLC, has been SEC-registered since 2012, and reports acting as sponsor, general partner and managing member of pooled vehicles in addition to serving as an investment adviser. Its business model centers on portfolio management for pooled funds rather than direct retail advisory work. Fee arrangements include a percentage of assets under management plus other fee components. Encore does not present itself as an active ESG investor and is not structured as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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 3
  • John Chiste

    Chief Financial OfficerCRD 6030036

  • Oscar Vasquez

    Oscar Vasquez

    Chief Operating OfficerCRD 6116776

  • Arthur Falcone

    Co-Founder and Chief Investment OfficerCRD 6021086

Contacts

2 of 2
  • Anthony Avila

    Anthony Avila

    Co-Founder & Managing PrincipalCRD 2871741

  • William Powers

    William Powers

    Investment Committee MemberCRD 1175173

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

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1 Town Center Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth