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.