American Realty Advisors is a large advisory firm based in Los Angeles. It manages $1.71 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Connecticut, and Florida.
American Realty Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, and real estate investment management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of American Realty Advisors is $1.71 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 196% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay American Realty Advisors for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of James Bennett Mckenna is pooled investment vehicles with 2 clients and $1.71 billion of assets under management. Among the 9 most similar advisory firms, American Realty Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.71 billion for 2 clients. None of the firm’s clients are foreign persons or businesses.
American Realty Advisors also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $2,000,000.
The company employs 102 people that are either part- or full-time employees. 49 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.
James Bennett Mckenna has been acting as President since 1 Nov 1991. Paul Vacheron joined the executive team most recently as the Vice President.
The principal office where American Realty Advisors performs its advisory services is located at 515 S. Flower St., 49 Th Floor, Los Angeles, CA 90071, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 213-233-5700 or by fax 213-947-1480. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at qpam.com.