Starwood Real Estate Securities, LLC is a large advisory firm based in Greenwich. It manages $623 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Connecticut.
Starwood Real Estate Securities provides portfolio management for investment companies, 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.
The assets under management (AUM) of Starwood Real Estate Securities, LLC is $623 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 503% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Starwood Real Estate Securities, LLC 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.
Michael Jay Swotes joined the executive team most recently as the Portfolio Manager.
The principal office where Starwood Real Estate Securities, LLC performs its advisory services is located at 591 West Putnam Ave, Greenwich, CT 06830, 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 203-422-7740 or by fax 203-422-7839. The normal business hours are 9:00 a.m.-6:00 p.m. on Monday - Friday. You can find more information about the New York firm at starwoodsecurities.com.