Belveron Real Estate Partners, LLC (San Francisco)

Name: Belveron Real Estate Partners, LLC
Address: 220 Montgomery Street, San Francisco, CA, 94104
Telephone: 415-273-6800

Belveron Real Estate Partners, LLC is a large advisory firm based in San Francisco. It manages $616.84 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.

Belveron Real Estate Partners 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.

Belveron Real Estate Partners: assets under management

The assets under management (AUM) of Belveron Real Estate Partners, LLC is $616.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 181% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $616.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.28 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Belveron Real Estate Partners, 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.

What kind of clients Belveron Real Estate Partners serves?

The only and largest group of clients of Belveron Real Estate Partners is pooled investment vehicles with 17 clients and $616.84 million of assets under management. Among the 10 most similar advisory firms, Belveron Real Estate Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $616.84 million for 17 clients. None of the firm’s clients are foreign persons or businesses.

Belveron Real Estate Partners also advises several private funds. Namely, seventeen real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $4,000,000.

Careers at Belveron Real Estate Partners, LLC

The company employs 11 people that are either part- or full-time employees. 91 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
Odland Paraiso 2004 Family Trust	Owner	1 May 2004	75% - 100%	00-0000000
Paul Thomas Odland	Founder, managing partner, and cco	1 Aug 2006	Other	6612338
Anthony Joseph Verdon	Chief financial officer	1 May 2014	Other	2527687

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Paul Thomas Odland	Trustee	1 May 2004	Other	6612338
Michelle S Paraiso	Trustee	1 May 2004	Other	xxx-xx-xxxx

Based in San Francisco

The principal office where Belveron Real Estate Partners, LLC performs its advisory services is located at 220 Montgomery Street, San Francisco, CA 94104 The mailing address of the firm is 268 Bush Street, San Francisco, CA 94104. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-273-6800. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at belveron.com/.