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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Plante Moran Real Estate Investment Advisors LLC
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|---|---|
| CRD # | 323718 |
| SEC # | 801-127325 |
| CIK # | |
| AUM | $268.1 M (2024-09-26) |
| Employees | 14 (57% Investors, 14% Brokers) |
| Phone | 248-603-5001 |
| Address | 3000 Town Center, Suite 100 Southfield, MI 48075 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 268.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 268.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 268.1 |
| Total | 1 | 268.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.1 | |
| Total | 1 | 268.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Illumen Capital Management LLC
✚
|
CA | 0.3 |
|
BAU Advisors LLC
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|
FL | 0.3 |
|
Vennlight Capital Management LP
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|
0.3 | |
|
Velocis Management LLC
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|
TX | 0.3 |
|
RPS Retirement Plan Advisors
✚
|
TX | 0.3 |
|
Arco Global Management LLC
✚
|
PR | 0.3 |
|
Demian Capital
✚
|
0.3 | |
|
Panagram Capital Corporation Adviser LLC
✚
|
NY | 0.3 |
|
Bexil Advisers LLC
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|
NY | 0.3 |
|
Accion Impact Management LLC
✚
|
DC | 0.3 |