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.
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 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.
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.
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.
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.