LPc Realty Advisors I LP (Chicago)


LPc Realty Advisors I LP is a pension cosultant based in Chicago. It manages $1.67 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Illinois.

LPc Realty Advisors I provides 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.

LPc Realty Advisors I: assets under management

The assets under management (AUM) of LPc Realty Advisors I LP is $1.67 billion. The company doesn't manage any assets belonging to foreign clients.

LPc Realty Advisors I has custody of $47.38 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay LPc Realty Advisors I LP for their services and products based on 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.

Careers at LPc Realty Advisors I LP

The company employs 7 people that are either part- or full-time employees. 71 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


Name Entity Date acquired Ownership Employer ID
Inc. Lpc Realty Advisors Corporation/general partner 1 Jul 1992 Other 75-2436296
Jeffrey Blake Pogue Limited partner 1 Jul 1992 Other 4379491
Blair Matthew Pogue Limited partner 1 Jul 1992 Other 4379493
Bmp Master Limited Partnership Limited partner 1 Jul 1992 Other 90-0942298
Gregory S. Courtwright Vice president and assistant secretary 1 Oct 2004 Other 5317501
Wcd Gs Trust Limited partner 1 Jan 2007 25% - 50% 75-6410775
Jenifer Ann Ratcliffe President and member of investment committee 1 Jan 2007 Other 5317077
Gary Kobus Member of investment committee 1 Jul 2008 Other 4651466
Tom Kuhlmann Member of investment committee 1 Jul 2008 Other 4486870
Dbp Master Limited Partnership Limited partner 1 May 2011 Other 37-1637107
Tracy Lynne Wojkowski Chief compliance officer 1 Mar 2012 Other 6045314
Zachary Roman Thomas Investment committee member 1 Jul 2017 Other 6856234
Shawn Milton Bernhardt Chief compliance officer 1 Sep 2017 Other 6856468

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
William Clayborne Duvall Trustee 1 Dec 1990 Other 5317154
Gregory S. Courtwright Owner 1 Jan 2007 75% - 100% 5317501
Dbp Property Holdings Llc General partner 1 May 2011 Other 45-2047266
Dbp Property Trust Limited partner 1 May 2011 75% - 100% 80-6199217
Alfred Mack Pogue Trustee 1 May 2011 Other 1472261
Bmp Holdings Llc General partner 1 Feb 2013 Other 30-0766035
Bmp Property Trust Limited partner 1 Feb 2013 75% - 100% 46-6612743
Alfred Mack Pogue Trustee 1 Feb 2013 Other 1472261

Based in Chicago

The principal office where LPc Realty Advisors I LP performs its advisory services is located at 120 North La Salle, Suite 2900, Chicago, IL 60602, 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 312-345-8780 or by fax 312-345-8760. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.