PALATINE FUND ADVISORS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$821M
Discretionary
$821M
100% of AUM
Avg account
$205M
Accounts
4
Employees
21
Advisory reps
5

Firm details

Headquarters
MIAMI, Florida
CRD number
168077
Registered since
July 20, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Palatine Fund Advisors, LLC is an SEC-registered investment adviser organized as an LLC in 2018 that focuses on managing pooled real estate investment vehicles for institutional clients. The firm functions as sponsor, general partner and managing member for its funds, taking an active role in portfolio management rather than acting purely as a capital allocator. Its advisory mandate centers on closed-end real estate funds and related pooled products, and its fee structure combines a percentage-of-AUM charge with performance-based fees, which aligns its economic interests with fund performance. The firm is not listed as an active ESG investor and serves an institutional client base.

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
  • NICHOLAS DOERING-DORIVAL

    Chief Investment OfficerCRD 5672201

Contacts

3 of 4
  • ALEXANDER HURST

    Managing PartnerCRD 6057300

  • Eric Eichenholtz

    PrincipalCRD 6934872

  • Michael Sacks

    Managing DirectorCRD 8233296

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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

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
150 W Flagler St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth