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| Keyboard |
| Plante Moran Real Estate Investment Advisors LLC
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|---|---|
| CRD # | 323718 |
| SEC # | 801-127325 |
| CIK # | |
| AUM | 242.8 M (2025-09-25) |
| Employees | 17 (65% Investors, 12% Brokers) |
| Phone | 248-603-5001 |
| Address | 3000 Town Center, Suite 100 Southfield, MI 48075 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| 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 | 242.8 |
| (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 | 242.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 242.8 |
| Total | 1 | 242.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.8 | |
| Total | 1 | 242.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
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MD | 249.1 M |
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CT | 247.4 M |
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Amplius Asset Management LLC
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|
Alternative Fund Advisors LLC
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MA | 245.6 M |
|
SAAS Capital LLC
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|
Trinetra Investment Management LLP
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241.1 M | |
|
Corporate Consulting Group Inc
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OK | 240.8 M |
|
GSA Capital Partners New York LP
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|
NY | 237.6 M |
|
Cohen & Company Financial Management LLC
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|
NY | 237.4 M |