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| Albany Road Investment Advisers LLC
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| |
|---|---|
| CRD # | 290302 |
| SEC # | 801-113074 |
| CIK # | |
| AUM | $1.0 BB (2024-06-04) |
| Employees | 26 (62% Investors, 0% Brokers) |
| Phone | 617-279-2360 |
| Address | 460 Legacy Place Dedham, MA 02026 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Albany Road III - Solana LLC | [2022-03-31] | 14.2 | 14.3 |
| RE | Albany Road II - University Office Park LLC | [2021-03-31] | 0.0 | 63.6 |
| RE | Albany Road Real Estate Fund II LLC | [2017-11-01] | 153.7 | 10.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 1,048.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 1,048.5 |
| By Discretionary | ||
| Discretionary | 5 | 1,048.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 1,048.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,048.5 | |
| Total | 5 | 1,048.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Christopher Knisley | 37 | ||
| Mark McInerney | 7 | ||
| Clark Callander | 6 | ||
| Albany Road Real Estate Partners LLC | 5 | ||
| Albany Road REF II Manager LLC | 4 | ||
| Steve Strandberg | 4 | ||
| Albany Road REF III Manager LLC | 2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Everwest Advisors LLC
✚
|
CO | 1.2 |
|
Calmwater Asset Management LLC
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|
CA | 1.1 |
|
Belveron Real Estate Partners LLC
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CA | 1.1 |
|
Brasa Capital Management LLC
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|
CA | 1.1 |
|
Terra REIT Advisors LLC
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|
NY | 1.1 |
|
Cross Lake Partners LP
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|
NY | 1.1 |
|
Long Wharf Capital LLC
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|
MA | 1.0 |
|
Dome Equities LLC
✚
|
NY | 1.0 |
|
CGI Investment Management LLC
✚
|
FL | 1.0 |
|
Hampshire Investment Management Company LLC
✚
|
NJ | 0.9 |