Almanac Realty Investors, LLC (New York)

Name: Almanac Realty Investors, LLC
Address: 1140 Avenue Of The Americas, New York, NY, 10036
Telephone: 212-403-3522

Almanac Realty Investors, LLC is a large advisory firm based in New York. It manages $4.62 billion of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Almanac Realty Investors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Almanac Realty Investors: assets under management

The assets under management (AUM) of Almanac Realty Investors, LLC is $4.62 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 148% since the beginning of its operation, and $171.12 million of the total AUM is attributable to clients outside of the United States.

The firm manages $4.62 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $140.01 million each.

Almanac Realty Investors has custody of $1.97 billion in cash and securities for 33 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Almanac Realty Investors, LLC for their services and products based on a percentage of assets under management. 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 Almanac Realty Investors serves?

The only and largest group of clients of Almanac Realty Investors is pooled investment vehicles with 33 clients and $4.62 billion of assets under management. Among the 11 most similar advisory firms, Almanac Realty Investors has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $4.62 billion for 33 clients. 3% of the firm’s clients are foreign persons or businesses.

Almanac Realty Investors also advises several private funds. Namely, one hedge fund and thirty two private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $150,000,000.

Careers at Almanac Realty Investors, LLC

The company employs 28 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Dennis Mcgurk	Member, vice president	1 Jan 1981	Other	1019527
David Pike Aloian	Member, vice president	1 Jan 1988	Other	5920713
Matthew William Kaplan	President, managing member, chief compliance officer	1 Jan 1992	25% - 50%	5920707
Matthew William Kaplan	President, chief compliance officer	1 Mar 2007	Other	5920707
John Dennis Mcgurk	Vice president	1 Mar 2007	Other	1019527
David Pike Aloian	Vice president	1 Mar 2007	Other	5920713
Andrew Mark Silberstein	Vice president	1 Mar 2009	Other	2648640
Scott Joseph Peters	Chief financial officer	1 Oct 2011	Other	6028831
Henry Christopher Herms	Chief financial officer	1 Mar 2012	Other	3071012
Lp Almanac Realty Investors	Member	1 Jun 2013	75% - 100%	46-2885692
Llc Almanac Gp	Managing member	1 Jun 2013	Other	46-2885846
Jennifer Murphy Cattier	Chief compliance officer, general counsel	1 Sep 2015	Other	4175467
Justin Joshua Hakimian	Partner, vice president	1 Jan 2016	Other	4224684
Josh Kelly Overbay	Partner, vice president	1 Jan 2019	Other	5586625

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Matthew William Kaplan	Limited partner, president	1 Jun 2013	25% - 50%	5920707
John Dennis Mcgurk	Limited partner, vice president	1 Jun 2013	25% - 50%	1019527
David Pike Aloian	Limited partner, vice president	1 Jun 2013	25% - 50%	5920713
Andrew Mark Silberstein	Shareholder, vice president	1 Jun 2013	25% - 50%	2648640
Andrew Mark Silberstein	Limited partner, vice president	1 Jan 2019	25% - 50%	2648640

Based in New York

The principal office where Almanac Realty Investors, LLC performs its advisory services is located at 1140 Avenue Of The Americas, New York, NY 10036, 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 212-403-3522. The normal business hours are 9 am to 6 pm on Monday - Friday. You can find more information about the New York firm at almanacrealty.com.