Viking Partners Advisors LLC

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Viking Partners Advisors LLC ✚
CRD #	321989
SEC #	801-126472
CIK #
AUM	375.0 M (2026-03-31)
Employees	2 (100% Investors, 0% Brokers)
Phone	513-793-9919
Address	8044 Montgomery Road, Suite 600 Cincinnati, OH 45236
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
RE	Viking Partners Fund VI LLC	[2026-03-31]	3.2 M	5.3 M
	Offered $100,000,000 · Filed 2025-10-16 (D) · Exemption 506(b) · Minimum $50,000 · Remaining $96,805,000 · Duration One year or less · Revenue Decline to Disclose
RE	Viking Partners Fund VI-Q LLC	[2026-03-31]	31.1 M	52.1 M
	Offered $100,000,000 · Filed 2025-10-15 (D) · Exemption 506(b) · Minimum $50,000 · Remaining $68,850,000 · Duration One year or less · Revenue Decline to Disclose
RE	Viking Partners Naples LLC	[2024-03-28]	12.6 M	50.7 M
	Offered $12,635,000 · Filed 2023-09-29 (D) · Exemption 506(b) · Minimum $10,000 · Duration One year or less · Revenue Decline to Disclose
RE	Viking Partners Fund III LLC	2022-08-01		24.8 M
RE	Viking Partners Fund III-Q LLC	2022-08-01		40.0 M
RE	Viking Partners Fund IV LLC	[2022-08-01]	34.5 M	50.2 M
	Offered $34,530,000 · Filed 2019-02-14 (D/A) · Exemption 506(b) · Minimum $100,000 · Duration One year or less · Commission $43,000 · Revenue Decline to Disclose
RE	Viking Partners Fund IV-Q LLC	[2022-08-01]	57.7 M	84.4 M
	Offered $57,655,000 · Filed 2019-02-14 (D/A) · Exemption 506(b) · Minimum $125,000 · Duration One year or less · Commission $62,500 · Revenue Decline to Disclose
RE	Viking Partners Fund V LLC	[2022-08-01]	20.4 M	12.8 M
	Offered $55,000,000 · Filed 2021-12-30 (D) · Exemption 506(b) · Minimum $50,000 · Remaining $34,640,000 · Duration One year or less · Revenue Decline to Disclose
RE	Viking Partners Fund V-Q LLC	[2022-08-01]	95.6 M	46.7 M
	Offered $130,000,000 · Filed 2021-12-30 (D) · Exemption 506(b) · Minimum $50,000 · Remaining $34,400,000 · Duration One year or less · Revenue Decline to Disclose
RE	Viking Partners Income Plus Fund I LLC	[2022-08-01]	7.2 M	20.0 M
	Offered $7,191,562 · Filed 2022-04-05 (D/A) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose
RE	Viking Partners Income Plus Fund I-Q LLC	[2022-08-01]	18.9 M	52.8 M
	Offered $18,870,463 · Filed 2022-04-05 (D/A) · Exemption 506(b) · Duration One year or less · Revenue Decline to Disclose

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	9	375.0
(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	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	9	375.0
By Discretionary
Discretionary	9	375.0
Non-Discretionary	0	0.0
Total	9	375.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		375.0
Total	9	375.0

Form D Directors	Role	# Filings	# Firms
Steven Miller	Executive Officer	66	6
Bret Caller	Executive Officer	15	2
Steven Caller	Executive Officer	1	1

Firm Profile (Form ADV)
Discretionary AUM	$0.6B
Serves	Institutional
Fund Types	Real Estate

Comparable Firms	State	AUM
Aegon USA Realty Advisors LLC ✚	IA	394.5 M
LaSalle Debt Investors ✚	CA	384.7 M
Rubenstein Partners LP ✚	PA	378.9 M
Carter-Haston Investment Partners II GP LLC ✚	TN	367.2 M
Collegiate Peaks Asset Management LLC ✚	CO	365.1 M
CA Adviser LLC ✚	PA	357.7 M
DXD SS Fund Management LLC ✚	NM	353.4 M
Heitman International LLC ✚		351.8 M
IPCP Management LLC ✚	FL	345.6 M
SHE DDF1 Manager LLC ✚	FL	343.8 M

Viking Partners Advisors LLC

Assets, Funds, Holdings