Greenoak Real Estate, LP (New York)
Greenoak Real Estate, LP is a large advisory firm based in New York. It manages $5.85 billion of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2012.
Greenoak Real Estate provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Greenoak Real Estate: assets under management
The assets under management (AUM) of Greenoak Real Estate, LP is $5.85 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 4854% since the beginning of its operation, and $3.65 billion of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Greenoak Real Estate, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Greenoak Real Estate serves?
The only and largest group of clients of Greenoak Real Estate is pooled investment vehicles with 37 clients and $5.85 billion of assets under management. Among the 10 most similar advisory firms, Greenoak Real Estate has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $5.85 billion for 37 clients. 59% of the firm’s clients are foreign persons or businesses.
Greenoak Real Estate also advises several private funds. Namely, nineteen real estate funds. The minimum investment commitment required of non-related persons ranges from $5,000,000 to $10,000,000.
Careers at Greenoak Real Estate, LP
The company employs 95 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 43 indirect owners.Based in New York
The principal office where Greenoak Real Estate, LP performs its advisory services is located at 285 Madison Avenue, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Santa Monica, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-359-7800 or by fax 212-359-7801. The normal business hours are 9:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at greenoakrealestate.com.
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