SENECA CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$120M
Discretionary
$120M
100% of AUM
Avg account
$60M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
DENVER, Colorado
CRD number
288206
Registered since
May 11, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Seneca Capital Management, LLC is an SEC-registered investment adviser formed as a limited liability company that focuses on managing pooled private real estate vehicles for institutional clients. The firm acts as an adviser and sponsor/GP or managing member of those pooled investment vehicles, providing portfolio management services tailored to private real estate ownership and investor reporting. Its business model combines percentage-of-AUM fees with performance-based fees, which aligns manager compensation with investment outcomes. The adviser does not position itself as an active ESG investor and is not registered as a multi-state adviser. It is classified as a real estate fund manager and is structured to work primarily with institutional capital rather than a retail client base. Seneca Capital Management is a related adviser to other investment entities, which indicates it participates in affiliated sponsor and fund-level roles in addition to advisory duties.

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
  • RHETT TREES

    Founder & CEOCRD 5777621

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
2115 S Birch St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth