Oakwood Real Estate Partners, LLC

RIASEC RegisteredEst. 2014
Total AUM
$540M
Discretionary
$540M
100% of AUM
Avg account
$23.5M
Accounts
23
Employees
7
Advisory reps
5

Firm details

Headquarters
Denver, Colorado
CRD number
169387
Registered since
May 2, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Oakwood Real Estate Partners, LLC is a real estate-focused investment adviser organized as an LLC and SEC-registered in 2014. The firm operates primarily as a manager and sponsor of pooled investment vehicles, serving institutional investors. Its advisory work centers on portfolio management for private pooled funds, and it commonly functions as the general partner or managing member of those vehicles. Fee arrangements combine asset-based management fees with performance-based (carried interest or incentive) fees. Oakwood does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not positioned as a pension consultant or broader capital allocator.

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

1 of 1
  • Lesley Wassam

    Lesley Wassam

    CFOCRD 7489751

Contacts

3 of 4
  • Peter Cushman

    Peter Cushman

    PartnerCRD 6263740

  • Robert Spaulding

    Robert Spaulding

    Co-Founder & Managing PartnerCRD 6276751

  • Charles Spaulding

    Charles Spaulding

    Chairman & PartnerCRD 6263790

Unlock 1 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

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
55 Madison St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth