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AMERICAN REALTY ADVISORS

Firm Overview

AMERICAN REALTY ADVISORS is an SEC Registered Investment Adviser (RIA). The firm is based in LOS ANGELES CA UNITED STATES. As of the firm's last SEC filing on March 19, 2018, the firm has 99 employees and has $1.35 Billion in Regulatory Assets Under Management (RAUM).


Form ADV Summary as of March 19, 2018

Address Information

MAIN ADDRESS

515 S. FLOWER ST., 49TH FLOOR
LOS ANGELES CA 90071
UNITED STATES
213-233-5700

View on Map

Adviser Information

Legal Name

AMERICAN REALTY ADVISORS

Business Name

AMERICAN REALTY ADVISORS

Jurisdiction/Type

CA Corporation

Website(s)

http://www.qpam.com
http://www.aracapital.com
http://www.linkedin.com/company/american-realty-advisors/
http://twitter.com/amrealtyadvisor
http://plus.google.com/+americanreal

SEC Status

Registered - Approved

Registration Date

1990-11-15

Registration Information

SEC Number

801-37721

CRD Number

107965

Public Reporting Company

No

CIK Number

LEI Number

Legal Structure and Domicile

Legal Structure

Corporation

Legal Domicile Country

United States

Legal Domicile State/Province

CA

Key Figures Summary

Regulatory Assets Under Management (RAUM)

1,349,090,829.00

Number of Employees

99 (Advisory: 46)

Number of Clients

28

Number of Accounts

2

Services, Fees, and Clients

Services Offered

  • Portfolio Management - Pooled Investment Vehicles
  • Portfolio Management - Business or Institutional Clients
  • Pension Consulting
  • Newsletter
  • Other (REAL ESTATE INVESTMENT MANAGEMENT)

Fee Type Charged

  • Percentage of AUM
  • Hourly Charges
  • Fixed Fees
  • Performance-based Fees

Client Types

  • Registered Investment Companies
  • Business Development Companies
  • Pooled Investment Vehicles

Significant Red Flags

Disclosure Reporting Pages (DRPs)

  • None

Potential Conflicts

  • Transactions in Recommended Securities
  • Recommend Owned Securities


Funds

AMERICAN STRATEGIC VALUE REALTY FUND, LP

Hedge Fund
Delaware
United States
GAV: $ 1,205,564,764 (reported: 2018-03-19)
55 Beneficial Owners
7% of clients invested
Directors/Managers: ASVRF MANAGEMENT, LLC

BUILDING FOR AMERICA FUND III, LLC

Hedge Fund
Delaware
United States
GAV: $ 143,526,064 (reported: 2018-03-19)
19 Beneficial Owners
7% of clients invested
Directors/Managers: BFAF MANAGEMENT, LLC

Books and Records Locations

WILLIAMS RECORDS MANAGEMENT

1925 EAST VERNON AVENUE
LOS ANGELES California 90058-1632
UNITED STATES
Phone: 323-234-3453
Fax: 323-233-5451


Service Providers


Auditors

GUMBINER SAVETT INC.

SANTA MONICA, California
United States

PRICEWATERHOUSECOOPERS LLP

2020 MAIN STREET, SUITE 400, IRVINE, California
United States


Custodians

BANK OF AMERICA

LOS ANGELES, California
United States

BANK OF AMERICA

RICHMOND, Virginia
United States

BEL AIR INVESTMENT ADVISORS

LOS ANGELES, California
United States

CAPITAL ONE

WASHINGTON DC, District of Columbia
United States

CITIZEN'S BANK

VIENNA, Virginia
United States

CITY NATIONAL BANK

LOS ANGELES, California
United States

DEUTSCHE BANK TRUST COMPANY AMERICAS

NEW YORK, New York
United States

EAGLE BANK

WASHINGTON DC, District of Columbia
United States

FIRSTBANK

LAKEWOOD, Colorado
United States

JP MORGAN CHASE

CHICAGO, Illinois
United States

NATIONAL CITY BANK

CHICAGO, Illinois
United States

PNC BANK

PITTSBURGH, Pennsylvania
United States

WELLS FARGO BANK

DENVER, Colorado
United States

WELLS FARGO BANK, N.A.

SAN FRANCISCO, California
United States

WEST AMERICA BANK

PACIFICA, California
United States

Control Persons

Direct Owners

GLENN EVANS ANDERSON

CONTROL PERSON

CHIEF ACCOUNTING OFFICER (since 08/2011)
Ownership Percentage: Less than 5%

IEZMAN FAMILY TRUST

CONTROL PERSON

SHAREHOLDER; STANLEY L. IEZMAN AND NANCY E. STARK CO-TRUSTEES (since 06/2010)
Ownership Percentage: 75% or more

KIRK VAN HELGESON

CONTROL PERSON

EXECUTIVE VICE PRESIDENT (since 03/2010)
Ownership Percentage: Less than 5%

KRISTIN ADRIAN

CONTROL PERSON

CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER (since 09/2006)
Ownership Percentage: Less than 5%

NANCY ELLEN STARK

CONTROL PERSON

DIRECTOR; CO-TRUSTEE (since 12/2009)
Ownership Percentage: Less than 5%

PAUL VACHERON

CONTROL PERSON

VICE PRESIDENT (since 04/2015)
Ownership Percentage: Less than 5%

SCOTT WILLIAM DARLING

CONTROL PERSON

DIRECTOR, PRESIDENT (since 03/2010)
Ownership Percentage: Less than 5%

STANLEY LEONARD IEZMAN

CONTROL PERSON

DIRECTOR, CHAIRMAN & CEO; CO-TRUSTEE; SPECIAL VOTING STOCK TRUSTEE (since 08/1985)
Ownership Percentage: Less than 5%


Indirect Owners

NANCY ELLEN STARK

CO-TRUSTEE (since 06/2010)
Owned through: IEZMAN FAMILY TRUST DATED JUNE 17, 2010
Ownership Percentage: Other

STANLEY L. IEZMAN

CONTROL PERSON

CO-TRUSTEE; SPECIAL VOTING STOCK TRUSTEE (since 06/2010)
Owned through: IEZMAN FAMILY TRUST DATED JUNE 17, 2010
Ownership Percentage: Other


Other Offices

Public Office

150 N. WACKER DRIVE, SUITE 1300
CHICAGO Illinois 60606
UNITED STATES
Phone: 312-683-0351
Fax: 312-905-2005

Public Office

150 NORTH RADNOR CHESTER ROAD
SUITE F-200
RADNOR Pennsylvania 19087
UNITED STATES
Phone: 484-581-1191

Public Office

1540 INTERNATIONAL PARKWAY
SUITE 2000
LAKE MARY Florida 32746
UNITED STATES
Phone: 407-342-1432

Public Office

2050 MAIN STREET
SUITE 980
IRVINE California 92614
UNITED STATES
Phone: 949-271-2098

Public Office

4 EMBARCADERO CENTER
SUITE 1400
SAN FRANCISCO California 94111
UNITED STATES
Phone: 415-623-5700
Fax: 415-402-0058

Public Office

75 SECOND AVENUE
SUITE 605
NEEDHAM Massachusetts 02494
UNITED STATES
Phone: 617-933-9234

Public Office

8 WRIGHT STREET
1ST FLOOR - OFFICE # 143
WESTPORT Connecticut 06880
UNITED STATES
Phone: 203-682-4220

Relying Advisers

ACRF MANAGEMENT, LLC

ASVRF MANAGEMENT, LLC

BFAF MANAGEMENT, LLC