KLAFF REALTY, LP

RIASEC RegisteredEst. 2015
Total AUM
$275M
Discretionary
$275M
100% of AUM
Avg account
$34.4M
Accounts
8
Employees
10
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
265787
Registered since
October 16, 2015
Fee structure
Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Klaff Realty, LP is a limited partnership formed to manage private investment vehicles with a primary emphasis on private equity and real estate strategies. Registered with the SEC in 2015, the firm is organized as a manager and sponsor of pooled investment vehicles and advertises portfolio management for those vehicles. Its client base is institutional, and its fee model combines fixed fees, performance-based fees and other fee arrangements. Klaff Realty identifies as a multifaceted fund manager that acts as a general partner and sponsor for its pooled vehicles rather than serving primarily as an external capital allocator. The firm reports no active ESG program, does not operate as a multi-state adviser, and is not described as a pension consultant or related adviser. Industry activities include acting as a real estate broker and sponsor and serving as managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

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
  • HERSCH KLAFF

    Founder & Chief Exceutive OfficerCRD 6515373

  • RITA SAWYER

    Chief Financial Officer & Chief Compliance OfficerCRD 6515442

Contacts

1 of 1
  • RYAN LEVY

    PrincipalCRD 6515377

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
200 N La Salle St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth