Bluerock Fund Advisor, LLC (New York)


Bluerock Fund Advisor, LLC is an investment adviser to an investment company based in New York. It manages $1.9 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Bluerock Fund Advisor provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bluerock Fund Advisor: assets under management

The assets under management (AUM) of Bluerock Fund Advisor, LLC is $1.9 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1419% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.9 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.9 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bluerock Fund Advisor, LLC for their services and products based on a percentage of assets under management. 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 Robert Ramin Kamfar serves?

The only and largest group of clients of Robert Ramin Kamfar is investment companies with 1 clients and $1.9 billion of assets under management. Among the 7 most similar advisory firms, Bluerock Fund Advisor has the highest percentage of investment companies out of all clients.


The amount of regulatory assets under management is $1.9 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Bluerock Fund Advisor doesn't advise any private funds.

Careers at Bluerock Fund Advisor, LLC

The company employs 7 people that are either part- or full-time employees. 100 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.

Robert Ramin Kamfar has been acting as President since 1 Jul 2012. James Greer Babb Iii has served as the Chief Investment Officer since 1 Jul 2012. Jason Emala joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
James Greer Babb Iii Chief investment officer 1 Jul 2012 Other 6108077
Robert Ramin Kamfar Chairman 1 Jul 2012 Other 1893262
Michael Leslie Konig Chief legal officer 1 Jul 2012 Other 6108102
Llc Bluerock Real Estate Holdings Member 1 Jul 2012 75% - 100% 26-3446021
Michael L Konig Chief legal officer 1 Jul 2012 Other 6108102
Kevin Dillon Boyle Chief compliance officer 1 Jul 2012 Other 2426190
Jerold Novack Investment committee 1 Jul 2012 Other 6108088
Adam Jason Lotterman Associate 1 Jul 2012 Other 6108114
Randy Anderson Portfolio management 1 Jul 2012 Other 6108120
Jordan Ben Ruddy Co-portfolio manager 1 Oct 2013 Other 2506334
Adam Jason Lotterman Co-portfolio manager 1 Nov 2013 Other 6108114
Patrick Andrew Chism Chief compliance officer 1 Jun 2017 Other 2875421
Llc Bluerock Asset Management Member 1 Apr 2018 75% - 100% 27-4504285
Jason Emala Chief legal officer 1 May 2018 Other 6690509
Jason Emala Chief compliance officer 1 Oct 2018 Other 6690509

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Llc Bluerock Real Estate Holdings Member 1 Apr 2018 75% - 100% 26-3446021

Based in New York

The principal office where Bluerock Fund Advisor, LLC performs its advisory services is located at 1345 Avenue Of The Americas, New York, NY 10105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-843-1601 or by fax 646-278-4220. The normal business hours are 9:00-5:00 on Monday - Friday.