GRANDVIEW PROPERTY PARTNERS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$890M
Discretionary
$787M
88% of AUM
Avg account
$40.5M
Accounts
22
Employees
19
Advisory reps
7

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
299814
Registered since
January 28, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Grandview Property Partners, LLC is an institutional-focused real estate manager that organizes and runs pooled investment vehicles. The firm, formed as a limited liability company and SEC-registered in 2019, positions itself as a sponsor and general partner for real asset vehicles and also performs portfolio management for those pooled funds. Its business footprint includes roles typical of a commodity pool operator or commodity trading adviser, alongside affiliations with broker-dealers and other investment adviser relationships. Grandview reports being an active ESG investor, indicating ESG factors are incorporated into underwriting or portfolio monitoring for at least some strategies. Capital raising and fee structures for Grandview rely on a mix of percentage-of-assets and performance-linked fees, which aligns manager compensation with fund performance and scale. Given the concentration of assets in real estate funds and the firm’s role as sponsor/manager, investment activity focuses on controlling, operating and allocating to real estate-related opportunities while retaining the flexibility to use third-party managers where appropriate.

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

2 of 2
  • RAJESH MENON

    Chief Executive OfficerCRD 3212272

  • Brian Orr

    Chief Financial OfficerCRD 7089353

Contacts

3 of 5
  • DEAN SOTTER

    PresidentCRD 1950504

  • michael paloian

    DirectorCRD 7069929

  • ERIC FREEMAN

    Managing PartnerCRD 2911200

Unlock 2 more contacts

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

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
1 E Putnam Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth