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| Lubert-Adler Management Company LP
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|---|---|
| CRD # | 155201 |
| SEC # | 801-71911 |
| CIK # | 0001655557 |
| AUM | $2.8 BB (2024-08-20) |
| Employees | 38 (68% Investors, 0% Brokers) |
| Phone | 215-972-2200 |
| Address | 2400 Market Street Philadelphia, PA 19103-3033 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ACI | 15,102.5 | 52.6 | |
| RC | 1,418.1 | 1.1 | |
| SAFE | 2,184.1 | 1.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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 | 22 | 2.8 |
| (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 | 22 | 2.8 |
| By Discretionary | ||
| Discretionary | 20 | 2.5 |
| Non-Discretionary | 2 | 0.3 |
| Total | 22 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 22 | 2.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Ira Lubert | 56 | |||
| Dean Adler | 41 | |||
| R Emrich | 22 | |||
| Gerald Ronon | 22 | |||
| Ryan Forry | 21 | |||
| Mark Kripke | 20 | |||
| Michael Trachtenberg | 15 | |||
| Leonard Klehr | 6 | |||
| Lubert-Adler Group REC | 5 | |||
| LP Lubertadler Group Rec | 4 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001655557] |
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