Pnc Realty Investors, Inc. (Baltimore)

Pnc Realty Investors, Inc. is a large advisory firm based in Baltimore. It manages $5.23 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of District of Columbia and Maryland.

Pnc 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.

Pnc Realty Investors: assets under management

The assets under management (AUM) of Pnc Realty Investors, Inc. is $5.23 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 180% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.23 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pnc Realty Investors, Inc. 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 Thomas Melcher serves?

The only and largest group of clients of Thomas Melcher is pooled investment vehicles with 1 clients and $5.23 billion of assets under management. Among the 9 most similar advisory firms, Pnc Realty Investors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $5.23 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Pnc Realty Investors doesn't advise any private funds.

Careers at Pnc Realty Investors, Inc.

The company employs 33 people that are either part- or full-time employees. 76 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.

Thomas Melcher has been acting as President since 1 Jul 2009. Michael Gioffre joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rinse Brink	Senior vice president	1 Feb 2006	Other	5125109
Kevin Mccarthy	President director and treasurer	1 Feb 2006	Other	5125119
Kevin A. Mccreadie	Chairman and director	1 Feb 2006	Other	3084500
David Louis Meyer	Director	1 Feb 2006	Other	4648404
Blair Miicke	Secretary, senior vice president, general counsel and chief legal officer	1 Feb 2006	Other	5125125
Deborah Chambliss	Vice president and treasurer	1 Feb 2006	Other	5125321
Jose Antonio Santiago	Chief compliance officer	1 Oct 2006	Other	3275087
Paul T Mcdermott	Principal	1 Oct 2006	Other	5232944
Inc. The Pnc Financial Services Group	Shareholder	1 Mar 2007	75% - 100%	51-0404585
Bryan Kent Garlock	Director	1 May 2007	Other	2225687
James Patrick Dunigan	Director	1 May 2007	Other	1333105
Pnc Holding Llc	Shareholder	1 Sep 2007	75% - 100%	51-0337069
Arlene Marie Yocum	Director	1 Nov 2007	Other	1894730
Holly Buffinton	Director	1 Nov 2007	Other	4628541
Mitchell Steven Avnet	Interim chief compliance officer	1 Oct 2008	Other	2267190
Thomas Melcher	Director	1 Jul 2009	Other	5709932
Jennifer Leclair	Director	1 Jul 2009	Other	5709930
Jaqueline Marie Hummel	Chief compliance officer	1 Jan 2010	Other	5039139
Michael John Nanosky	Chief compliance officer	1 Dec 2010	Other	2115148
Michael William Donahoe	Chief compliance officer	1 Jan 2012	Other	2577709
Marc Yurko	Chief financial officer	1 Mar 2013	Other	6171876
David Charles Schenning	Secretary	1 Nov 2013	Other	1715670
Alistair Jessiman	Director	1 May 2014	Other	3058026
Mark Gerard Mcglone	Chairman and director	1 May 2014	Other	4565693
Urich T Bowers	Director	1 Dec 2014	Other	6429773
William David Mennonna	Senior vice president	1 Dec 2015	Other	2366756
Laura Mary Carr	Senior vice president	1 Dec 2015	Other	5879435
Jessica Mitchell	Director	1 Mar 2016	Other	6624246
Rinse Brink	President and director	1 May 2016	Other	5125109
Jennifer Elizabeth Spratley	Director	1 Feb 2017	Other	4075748
Rinse Brink	Chairman president and director	1 Jan 2018	Other	5125109
Mark Gerard Mcglone	Director	1 Jan 2018	Other	4565693
William David Mennonna	Director	1 Jan 2018	Other	2366756
Lisa Joyce Bernett	Interim chief compliance officer	1 Mar 2018	Other	2697479
Michael Gioffre	Chief compliance officer	1 Jun 2018	Other	1863705

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. The Pnc Financial Services Group	Shareholder	1 Nov 1991	75% - 100%	51-0404585

Based in Baltimore

The principal office where Pnc Realty Investors, Inc. performs its advisory services is located at One East Pratt Street, Baltimore, MD 21202, 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 410-237-5309. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.