Principal Real Estate

RIASEC RegisteredEst. 1999

Total AUM

$106B

Discretionary

$73.9B

70% of AUM

Avg account

$155M

Accounts

681

Employees

477

Advisory reps

Firm details

Headquarters: Des Moines, Iowa
CRD number: 109008
Registered since: November 4, 1999
Website: www.principalam.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: State / Municipal Government38.84%
Insurance Companies27.77%
Investment Companies9.18%
Pension & Profit Sharing Plans8.22%
Banking / Thrift Institutions7.61%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Principal Real Estate is an LLC that has been SEC-registered since 1999 and operates as a multifaceted fund manager with activity across hedge fund and real estate fund strategies. The firm serves both individual/family clients and institutional investors, offering portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and businesses or institutions. Its fee arrangements include asset-based charges, fixed fees, and performance-linked compensation. The firm identifies as an active ESG investor and maintains a range of industry roles and relationships—acting in capacities such as broker-dealer affiliate, investment adviser, CPO/CTA, banking or thrift institution participant, trust company, insurer, and sponsor/GP or managing member of pooled investment vehicles.