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| Griffis Residential Investment Advisor
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| |
|---|---|
| CRD # | 166201 |
| SEC # | 801-77578 |
| CIK # | |
| AUM | $2.2 BB (2024-03-21) |
| Employees | 29 (55% Investors, 0% Brokers) |
| Phone | 303-268-2121 |
| Address | 6400 S Fiddlers Green Circle Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Griffis Premium Apartment Fund VI HNW LP | [2023-03-28] | 248.9 | 276.0 |
| RE | Griffis Premium Apartment Fund VI Inst LP | [2023-03-28] | 218.7 | 253.2 |
| RE | Griffis Premium Apartment Fund IV MT LP | [2019-03-28] | 0.0 | 65.6 |
| RE | Griffis Premium Apartment Fund V HNW LP | [2019-03-28] | 512.6 | 219.6 |
| RE | Griffis Premium Apartment Fund V Inst LP | [2019-03-28] | 512.6 | 272.2 |
| RE | 12100 Metric Boulevard Investors LLC | 2017-03-31 | 0.0 | |
| RE | 2400 Elliott Investors LLC | 2017-03-31 | 7.0 | |
| RE | Crestwood Corundum Investors LLC | 2017-03-31 | 0.1 | |
| RE | Crestwood Investors LLC | 2017-03-31 | 0.2 | |
| RE | Griffis Premium Apartment Fund IV Ai LP | [2017-03-31] | 0.0 | 27.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 20 | 2.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 2.2 |
| By Discretionary | ||
| Discretionary | 18 | 2.1 |
| Non-Discretionary | 2 | 0.0 |
| Total | 20 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 20 | 2.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| David Birnbaum | 31 | ||
| Ian Griffis | 25 | ||
| Premium Apartment Asset Management V LLC | 4 | ||
| Premium Apartment Asset Management VI LLC | 4 | ||
| Premium Apartment Fund Management V LLC | 4 | ||
| Donna Brown | 2 | ||
| Tom Barta | 2 | ||
| Premium Apartment Fund Management LLC | 4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dune Real Estate Partners LP
✚
|
NY | 2.4 |
|
Davis Investment Ventures LLC
✚
|
MA | 2.3 |
|
AJ Capital Management LLC
✚
|
TN | 2.2 |
|
BlackRock Realty Advisors Inc
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|
NY | 2.1 |
|
Lument Investment Management LLC
✚
|
NY | 2.1 |
|
Alterra IOS Manager LLC
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|
PA | 2.1 |
|
Singerman Real Estate Management Company LP
✚
|
IL | 2.1 |
|
The Milestone Real Estate Group LP
✚
|
TX | 2.1 |
|
Rose Smart Growth Investment Advisors LLC
✚
|
NY | 2.0 |
|
Sundance Bay Investment Manager LLC
✚
|
UT | 2.0 |