RELATED FUND MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 156543
- Registered since
- March 30, 2012
- Website
- www.related.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
2 of 2JAMES KRAUS
Chief Financial OfficerCRD 4502186
JEFF BLAU
CEOCRD 6028925
Contacts
3 of 3JUSTIN METZ
Managing PrincipalCRD 2782877
SUZANNE ZACHARIAS
CCOCRD 4735747
RICHARD O'TOOLE
Vice PresidentCRD 6028930
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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