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 fund manager focused on pooled private real estate vehicles for institutional investors. The firm functions as sponsor, general partner and managing member of its funds, running portfolio-level management for pooled investment vehicles rather than providing retail advisory services. Oakwood is structured as an LLC, registered with the SEC in 2014, and remains organized around real estate fund management with an owner classified as an individual. Clients are primarily institutional, and the firm’s economics combine a percentage-of-AUM fee with performance-based compensation, aligning manager pay with fund outcomes. Oakwood is not identified as an active ESG investor and does not operate as a multi-state adviser or pension consultant; its visible activities concentrate on real estate fund formation, capital raising and asset-level oversight.

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

    CFOCRD 7489751

Contacts

3 of 4
  • PETER CUSHMAN

    PartnerCRD 6263740

  • ROBERT SPAULDING

    Co-Founder & Managing PartnerCRD 6276751

  • CHARLES SPAULDING

    Chairman & PartnerCRD 6263790

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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

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