|
⚲
|
| Keyboard |
| Griffis Residential Investment Advisor
✚
|
|
|---|---|
| CRD # | 166201 |
| SEC # | 801-77578 |
| CIK # | |
| AUM | 1,854.9 M (2026-03-27) |
| Employees | 30 (57% Investors, 0% Brokers) |
| Phone | 303-268-2121 |
| Address | 6400 S Fiddlers Green Circle Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Griffis Premium Apartment Fund VI HNW LP | [2023-03-28] | 248.9 M | 237.0 M |
| Filed 2024-03-08 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Griffis Premium Apartment Fund VI Inst LP | [2023-03-28] | 218.7 M | 214.4 M |
| Filed 2024-03-08 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Griffis Premium Apartment Fund IV MT LP | [2019-03-28] | 64.4 M | |
| Offered $400,000,000 · Filed 2016-08-31 (D) · Exemption 3(c), 3(c)(1), 3(c)(7) · Minimum $100,000 · Remaining $400,000,000 · Duration One year or less · Finder's Fee $245,000 · Revenue Not Applicable | ||||
| RE | Griffis Premium Apartment Fund V HNW LP | [2019-03-28] | 512.6 M | 177.9 M |
| Offered $512,557,000 · Filed 2020-04-24 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Duration One year or less · Commission $1,162,500 · Revenue Decline to Disclose | ||||
| RE | Griffis Premium Apartment Fund V Inst LP | [2019-03-28] | 512.6 M | 221.0 M |
| Offered $512,557,000 · Filed 2020-04-24 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Duration One year or less · Commission $1,162,500 · Revenue Decline to Disclose | ||||
| RE | 12100 Metric Boulevard Investors LLC | 2017-03-31 | 0.0 M | |
| RE | 2400 Elliott Investors LLC | 2017-03-31 | 7.1 M | |
| RE | Crestwood Corundum Investors LLC | 2017-03-31 | 0.1 M | |
| RE | Crestwood Investors LLC | 2017-03-31 | 0.2 M | |
| RE | Griffis Premium Apartment Fund IV AI LP | [2017-03-31] | 22.6 M | |
| Offered $400,000,000 · Filed 2016-08-31 (D) · Exemption 3(c), 3(c)(1) · Minimum $100,000 · Remaining $400,000,000 · Duration One year or less · Finder's Fee $245,000 · Revenue Not Applicable | ||||
| RE | Griffis Premium Apartment Fund IV HNW LP | [2017-03-31] | 163.4 M | |
| Offered $400,000,000 · Filed 2016-08-31 (D) · Exemption 3(c), 3(c)(1), 3(c)(7) · Minimum $100,000 · Remaining $400,000,000 · Duration One year or less · Finder's Fee $245,000 · Revenue Not Applicable | ||||
| RE | Griffis Premium Apartment Fund IV LP | [2017-03-31] | 146.5 M | |
| Offered $400,000,000 · Filed 2016-08-31 (D) · Exemption 3(c), 3(c)(1), 3(c)(7) · Minimum $100,000 · Remaining $400,000,000 · Duration One year or less · Finder's Fee $245,000 · Revenue Not Applicable | ||||
| RE | Griffis Premium Apartment Fund IV M LP | [2017-03-31] | 102.2 M | |
| Offered $400,000,000 · Filed 2016-08-31 (D) · Exemption 3(c), 3(c)(1), 3(c)(7) · Minimum $100,000 · Remaining $400,000,000 · Duration One year or less · Finder's Fee $245,000 · Revenue Not Applicable | ||||
| RE | Links Investors LLC | 2017-03-31 | 0.2 M | |
| RE | NV Wellington Investors LLC | 2017-03-31 | 29.3 M | |
| RE | Pinnacle Investors LLC | 2017-03-31 | 17.1 M | |
| RE | Quest Investors LLC | 2017-03-31 | 24.6 M | |
| RE | Griffis Premium Apartment Fund III Investments LLC | [2016-03-29] | 27.1 M | 36.0 M |
| Offered $100,000,000 · Filed 2016-01-11 (D) · Exemption 506(b) · Minimum $50,000 · Remaining $72,908,600 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Griffis Premium Apartment Fund III - Feeder LLC | 2015-03-31 | 35.9 M | |
| RE | Griffis Premium Apartment Fund III LLC | 2015-03-31 | 110.6 M | |
| RE | Griffis Premium Apartment Fund LLC | [2013-01-14] | 31.7 M | |
| RE | Griffis Value Added Fund LLC | 2013-01-14 | 25.5 M | |
| AUM Breakdown | Accounts | AUM ($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 | 20 | 1.9 |
| (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 | 1.9 |
| By Discretionary | ||
| Discretionary | 18 | 1.8 |
| Non-Discretionary | 2 | 0.0 |
| Total | 20 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 20 | 1.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Birnbaum | Executive Officer | 35 | 2 | |
| Ian Griffis | Executive Officer | 25 | 2 | |
| Premium Apartment Fund Management V LLC | Executive Officer | 4 | 2 | |
| Premium Apartment Asset Management V LLC | Executive Officer | 4 | 2 | |
| Premium Apartment Asset Management VI LLC | Promoter | 4 | 2 | |
| Tom Barta | Executive Officer | 2 | 2 | |
| Donna Brown | Executive Officer | 2 | 2 | |
| Premium Apartment Fund Management LLC | Executive Officer | 4 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional |
| Fund Types | Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Rose Smart Growth Investment Advisors LLC
✚
|
NY | 2,001.1 M |
|
Timberland Investment Resources LLC
✚
|
GA | 1,976.1 M |
|
Ascendant Capital Partners LP
✚
|
CA | 1,948.0 M |
|
Lument Investment Management LLC
✚
|
NY | 1,935.9 M |
|
Laramar Multi-Family Value Manager LLC
✚
|
IL | 1,914.8 M |
|
Kildare Partners US LLC
✚
|
TX | 1,912.0 M |
|
PREP Investment Advisers LLC
✚
|
IL | 1,911.3 M |
|
Blue Vista Capital LLC
✚
|
IL | 1,889.5 M |
|
Swift Creek Real Estate Partners LLC
✚
|
TX | 1,743.2 M |
|
Equus Capital Partners Ltd
✚
|
PA | 1,739.7 M |