Quadrant Real Estate Advisors LLC (Alpharetta)

Quadrant Real Estate Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and management & consulting services related to acquiring, disposing, & financing real estate-related assets & incidental cash mgmt. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quadrant Real Estate Advisors: assets under management

The assets under management (AUM) of Quadrant Real Estate Advisors LLC is $10.06 billion. The firm's AUM has grown by 315% since the beginning of its operation, and $601.26 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.14 billion in discretionary accounts and $8.92 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $162.97 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.46 billion.

Quadrant Real Estate Advisors has custody of $74.71 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quadrant Real Estate Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Blake Eagle serves?

The only and largest group of clients of Blake Eagle is pooled investment vehicles with 2 clients and $19.57 million of assets under management. Among the 6 most similar advisory firms, Quadrant Real Estate Advisors has the 2nd lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $19.57 million for 2 clients. 33% of the firm’s clients are foreign persons or businesses.

Quadrant Real Estate Advisors also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.

Careers at Quadrant Real Estate Advisors LLC

The company employs 38 people that are either part- or full-time employees. 92 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Blake Eagle has been acting as President since 1 Jan 2006. Leon Walker joined the executive team most recently as the Chairman Of The Board.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 7 indirect owners.

Based in Alpharetta

The principal office where Quadrant Real Estate Advisors LLC performs its advisory services is located at 12735 Morris Road; Suite 100, Alpharetta, GA 30004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770 752 6721 or by fax (404) 549-4687. The normal business hours are 8 a.m. to 6 p.m. on Monday - Friday. You can find more information about the New York firm at quadrantrea.com/.

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