RELATED FUND MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$14B
Discretionary
$12.9B
92% of AUM
Avg account
$342M
Accounts
41
Employees
69
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
156543
Registered since
March 30, 2012
Custodians
BANK OF AMERICA
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.73%
  • Other0.27%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Related Fund Management, LLC is a real-estate-focused investment adviser that manages pooled vehicles and institutional mandates. The firm acts primarily as manager and sponsor of pooled real estate funds and related vehicles, and its business activities include serving as sponsor, general partner/managing member and, in some cases, broker-dealer and real estate broker. Related Fund Management runs a fee model that combines a percentage-of-AUM charge with performance-based fees, which aligns manager compensation with fund-level outcomes. Investment activity centers on closed-end and open-end real estate funds, supplemented by allocations to private equity, commodities, REITs and energy-related strategies. The firm identifies and runs pooled structures for institutional investors rather than retail advisory relationships, and it reports being an active ESG investor, incorporating environmental, social and governance considerations into sourcing, underwriting and ongoing asset management. Related Fund Management’s structure and disclosures indicate a concentrated institutional client base and a business model that emphasizes sponsorship and direct management of alternative, illiquid assets rather than broad retail or SMA solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • JAMES KRAUS

    Chief Financial OfficerCRD 4502186

  • JEFF BLAU

    CEOCRD 6028925

Contacts

3 of 3
  • JUSTIN METZ

    Managing PrincipalCRD 2782877

  • SUZANNE ZACHARIAS

    CCOCRD 4735747

  • RICHARD O'TOOLE

    Vice PresidentCRD 6028930

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
30 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth