Lubert-Adler Management Company, L.P.

RIASEC RegisteredEst. 2010
Total AUM
$2.8B
Discretionary
$2.5B
89% of AUM
Avg account
$104M
Accounts
27
Employees
24
Advisory reps
4

Firm details

Headquarters
Philadelphia, Pennsylvania
CRD number
155201
Registered since
October 22, 2010
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lubert-Adler Management Company, L.P. is organized as a limited partnership and operates primarily as a real estate fund manager and sponsor. The firm is SEC-registered (since 2010) and serves institutional clients through pooled investment vehicles, where it performs portfolio management and acts as sponsor/GP/managing member for its funds. Its fee structure includes asset-based fees and performance-linked fees, alongside other fee arrangements. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

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

3 of 3
  • John Blue

    Chief Compliance OfficerCRD 4696393

  • Florina Klingbaum

    Florina Klingbaum

    Chief Financial OfficerCRD 4826914

  • Dean Adler

    Co-Founder and CEOCRD 1443469

Contacts

1 of 1
  • Ira Lubert

    Ira Lubert

    Chairman & Co-FounderCRD 2516958

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

Philadelphia, PA

Philadelphia

Location

Philadelphia, PA

Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Philadelphia
Address
2400 Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth