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Mma Realty Capital Advisors, Inc. (Baltimore)


Mma Realty Capital Advisors, Inc. is a large advisory firm based in Baltimore. It manages $2.3 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Colorado, Florida, and 4 other states.

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Mma Realty Capital Advisors provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mma Realty Capital Advisors: assets under management

The assets under management (AUM) of Mma Realty Capital Advisors, Inc. is $2.3 billion. The firm's AUM has grown by 214% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $309.94 million in discretionary accounts and $1.99 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.48 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $331.72 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mma Realty Capital Advisors, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mma Realty Capital Advisors, Inc.

Richard Eytan Katzenstein has been acting as President since 1 Feb 2006. Robert William Mclewee joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Frank Gerald Creamer Executive vice president/director 1 Feb 2005 Other 4872845
Michael Louis Falcone Director 1 Feb 2005 Other 4872847
Earl William Cole Director 1 Feb 2005 Other 4394010
Jeffrey Charles Wolfe Chief compliance officer 1 Aug 2005 Other 5015243
Richard Eytan Katzenstein Senior vice president/director 1 Feb 2006 Other 1240331
Charles Maitland Pinckney President/director 1 Feb 2006 Other 2628036
Greg Thor Senior vice president/treasurer 1 Feb 2006 Other 5120523
Thomas Cornett Executive vice president 1 Feb 2006 Other 5120525
Stephen A Goldberg Secretary/chief legal officer 1 Feb 2006 Other 5120915
Llc Mma Realty Capital Shareholder 1 Apr 2006 75% - 100% 20-4702162
Earl William Cole Executive vice president/director 1 Jul 2007 Other 4394010
Robert William Mclewee Chief compliance officer 1 Oct 2007 Other 834059

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Municipal Mortgage & Equity Shareholder 1 Feb 2005 75% - 100% 52-1449733
Inc. Mma Financial Shareholder 1 Feb 2005 75% - 100% 52-2195455
Inc. Mma Financial Holdings Shareholder 1 Feb 2005 75% - 100% 59-2892513

Based in Baltimore

The principal office where Mma Realty Capital Advisors, Inc. performs its advisory services is located at 621 East Pratt Street, Baltimore, MD 21202, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 443-263-2900 or by fax 410-727-5387. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.mmarealtycapital.com/.


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