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| Related Fund Management LLC
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| |
|---|---|
| CRD # | 156543 |
| SEC # | 801-74288 |
| CIK # | |
| AUM | $12.8 BB (2024-05-06) |
| Employees | 55 (84% Investors, 5% Brokers) |
| Phone | 212-801-1000 |
| Address | 30 Hudson Yards New York, NY 10001 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Related Real Estate Debt Fund Cayman IV LP | [2024-03-29] | 0.0 | 233.6 |
| RE | Related Real Estate Debt Fund IV LP | [2024-03-29] | 0.0 | 134.5 |
| RE | Related Real Estate Fund IV LP | [2024-03-29] | 0.0 | 420.0 |
| RE | RFM Lead Credit SMA LLC | 2024-03-29 | 201.4 | |
| RE | RHRE Debt Fund IV Co-Investment Fund LP | [2024-03-29] | 0.0 | 100.6 |
| RE | Related Opportunity Zone Fund III LP | [2023-03-31] | 59.6 | 54.8 |
| RE | Core RE Strategies I LLC | 2022-03-31 | 395.4 | |
| RE | Related Real Estate Debt Fund Cayman LP | [2022-03-31] | 360.0 | 270.3 |
| RE | RFM Affordable Housing Fund LP | [2022-03-31] | 195.5 | 246.2 |
| RE | Rfm-Vf Multifamily Core 2 LLC | 2022-03-31 | 260.1 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 36 | 12.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 0.1 |
| Total | 38 | 12.8 |
| By Discretionary | ||
| Discretionary | 31 | 11.9 |
| Non-Discretionary | 7 | 0.9 |
| Total | 38 | 12.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 11.6 | |
| Total | 38 | 12.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Peter Weidman | 57 | |||
| Kenneth Wong | 25 | |||
| Stephen Ross | 36 | |||
| John Jacobsson | 25 | |||
| Jeff Blau | 70 | |||
| Richard Otoole | 59 | |||
| Justin Metz | 54 | |||
| Bruce Beal | 28 | |||
| David Zussman | 27 | |||
| Michael Brenner | 27 | |||
| View All | ||||
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Palisades Group LLC
✚
|
TX | 15.8 |
|
PCCP LLC
✚
|
CA | 15.3 |
|
Divco West Real Estate Services LLC
✚
|
CA | 15.3 |
|
Invesco Real Estate Management S RL
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|
15.2 | |
|
Walton Street Capital LLC
✚
|
IL | 14.6 |
|
Rockpoint Group LLC
✚
|
TX | 13.5 |
|
Algebris Investments US Inc
✚
|
MA | 12.9 |
|
Intercontinental Real Estate Corporation
✚
|
MA | 12.5 |
|
Affinius Capital Management LLC
✚
|
NY | 12.4 |
|
Rockwood Capital LLC
✚
|
NY | 10.9 |