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| Happy Holidays!! thanks for using AUM13F!! |
| Breakthrough Services LLC
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| CRD # | 309668 |
| SEC # | 801-119412 |
| CIK # | |
| AUM | $2.6 B (2025-04-30) |
| Employees | 86 (22% Investors, 0% Brokers) |
| Phone | 213-290-3996 |
| Address | 10100 Santa Monica Blvd Los Angeles, CA 90067 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | LSCI Allston Co-Investment LP | 2024-03-28 | 19.3 | |
| RE | Maple Leaf Trinity Co-Investment LP | 2024-03-28 | 13.9 | |
| RE | Allston Co-Investment Feeder Vehicle LP | 2023-03-31 | 90.8 | |
| RE | Breakthrough Properties Employee Feeder Fund I LP | [2023-03-31] | 0.0 | 0.0 |
| RE | Breakthrough Properties Income Portfolio LP | [2023-03-31] | 0.0 | 596.3 |
| RE | Center Capital Allston Co-Investment LP | 2022-03-31 | 9.9 | |
| RE | C&S Capital Allston Co-Investment LP | 2022-03-31 | 0.5 | |
| RE | D3C1 Allston Co-Investment LP | [2022-03-31] | 9.6 | 10.3 |
| RE | Dozoretz Allston Co-Investment LP | 2022-03-31 | 0.5 | |
| RE | DQP Allston Co-Investment LP | [2022-03-31] | 21.2 | 22.1 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 2.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 2.6 |
| By Discretionary | ||
| Discretionary | 11 | 2.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 11 | 2.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Arie Belldegrun | 45 | ||
| Robert Speyer | 116 | ||
| Michael Benner | 102 | ||
| Joseph Doran | 68 | ||
| Joshua Kazam | 57 | ||
| Joshua Bradley | 27 | ||
| Daniel Dorazi | 16 | ||
| Daniel Belldegrun | 15 | ||
| Rebecka Belldegrun | 15 | ||
| Jeffrey Mandel | 8 | ||
| Breakthrough Properties Allston LLC | 2 | ||
| Breakthrough Properties LLC | 2 | ||
| Breakthrough Properties Employee GP LLC | 1 | ||
| Breakthrough Properties Income Portfolio Associates LLC | 1 | ||
| Breakthrough Properties Growth Portfolio I Associates LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
3650 REIT Investment Management LLC
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|
FL | 2.8 |
|
Alterra IOS Manager LLC
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|
PA | 2.7 |
|
AJ Capital Management LLC
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|
TN | 2.6 |
|
Berkeley Partners Management LLC
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|
CA | 2.6 |
|
Singerman Real Estate Management Company LP
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|
IL | 2.5 |
|
Jadian Capital LP
✚
|
CT | 2.4 |
|
Bristol Group Inc
✚
|
CA | 2.4 |
|
Davis Investment Ventures LLC
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|
MA | 2.4 |
|
The Milestone Real Estate Group LP
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|
TX | 2.3 |
|
Walker & Dunlop Investment Partners Inc
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|
CO | 2.3 |