JRE Advisors LLC

RIASEC RegisteredEst. 2022
Total AUM
$243M
Discretionary
$18.1M
7% of AUM
Avg account
$6.6M
Accounts
37
Employees
9
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
318777
Registered since
March 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

JRE Advisors LLC is an SEC-registered, institutional investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm is organized as an LLC and registered with the SEC in 2022. Its client base is institutional rather than retail, and it does not describe itself as an active ESG investor or a multi-state adviser. JRE Advisors performs sponsor and general partner roles for pooled vehicles and serves as a managing member of those vehicles while not identifying as a dedicated capital allocator. The firm’s compensation framework combines a percentage-of-AUM fee with performance-based fees, a structure commonly used by managers that run pooled funds and incentive-aligned strategies.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Brian Thomas

    Brian Thomas

    Chief Financial Officer & Chief Compliance OfficerCRD 7500266

Contacts

2 of 2
  • Alexander Mitzner

    Alexander Mitzner

    PrincipalCRD 7500257

  • John Fraser

    John Fraser

    Managing PrincipalCRD 5894868

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

FINTRX

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
124 E 14th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth