SENIORS HOUSING FUND MANAGER LLC

RIASEC RegisteredEst. 2025
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$473M
Accounts
8
Employees
40
Advisory reps
2

Firm details

Headquarters
TOLEDO, Ohio
CRD number
334006
Registered since
January 21, 2025
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Seniors Housing Fund Manager LLC is a recently SEC-registered real estate advisor focused on pooled investment vehicles that invest in seniors housing assets. The firm acts as sponsor and general partner on its funds, taking active portfolio-management and asset-management roles rather than operating as a passive allocator. Its client base is institutional, and its fund-level mandate centers on acquiring, stabilizing and operating income-generating seniors housing properties and related real estate vehicles. The firm identifies as an active ESG investor and integrates environmental, social and governance considerations into how it underwrites acquisitions and manages properties. Fee arrangements are primarily percentage-of-AUM based with additional fee components; services are delivered through pooled fund structures rather than individual advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

2 of 2
  • Matthew McQueen

    Chief Compliance Officer and General CounselCRD 8014829

  • NIKHIL CHAUDHRI

    Chief Investment OfficerCRD 5793194

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

TOLEDO, OH

LUCAS

Location

TOLEDO, OH

Headquartered in TOLEDO, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.

Metro area
Toledo-Findlay-Tiffin, OH
Region
Midwest
County
LUCAS
Address
4500 Dorr St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth