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Equityrock Residential Real Estate Investors, LLC (San Francisco)


Equityrock Residential Real Estate Investors, LLC is a large advisory firm based in San Francisco. It manages $295.82 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.

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Equityrock Residential Real Estate Investors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Equityrock Residential Real Estate Investors: assets under management

The assets under management (AUM) of Equityrock Residential Real Estate Investors, LLC is $295.82 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $295.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $98.61 million each.
Equityrock Residential Real Estate Investors has custody of $55.54 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Equityrock Residential Real Estate Investors, 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
James Andrew Riccitelli Shareholder (common and special voting) 1 Jan 2009 25% - 50% 2775910
Thomas Sutter Sponholtz Shareholder (common and special voting) 1 Jan 2009 25% - 50% 2003702

Based in San Francisco

The principal office where Equityrock Residential Real Estate Investors, LLC performs its advisory services is located at 650 California Street, San Francisco, CA 94108 2702, 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 415.992.4200. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at unisonim.com/.


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