NATIONAL REAL ESTATE ADVISORS

RIASEC RegisteredEst. 2009
Total AUM
Avg account
$0
Accounts
0
Employees
48
Advisory reps
13

Firm details

Headquarters
Washington, District of Columbia
CRD number
148615
Registered since
October 26, 2009
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

National Real Estate Advisors is a real-estate-focused investment manager organized as a limited liability company and registered with the SEC in 2009. The firm operates primarily for institutional clients and structures and manages pooled investment vehicles where it often serves as sponsor, general partner and managing member. Its advisory activities include portfolio management for pooled vehicles and for businesses or institutions, and it provides pension consulting services. National Real Estate Advisors is also registered as a CPO/CTA, indicating an ability to operate commodity pools and to trade commodity futures or related instruments as part of its strategies. The firm bills using a percentage-of-AUM schedule combined with performance-based fees, a profile consistent with private fund managers and GP-led vehicles. National Real Estate Advisors is not listed as an active ESG investor and is not characterized as a capital allocator; instead it appears to focus on direct fund management, sponsorship and fee-based pension advisory work.

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

3 of 4
  • JEFFREY KANNE

    President and CEOCRD 5515942

  • Jeanne Ayivorh

    Chief Operating OfficerCRD 6776658

  • KEVIN VERDI

    Chief Investment OfficerCRD 2418365

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Contacts

3 of 9
  • LAWRENCE HASS

    DirectorCRD 5760574

  • JAMES DIFEDE

    Senior DirectorCRD 5760570

  • JERRY WESTERHOLM

    DirectorCRD 7154943

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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

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
900 7th St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth