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Building 2OREI ADVISORS LP

Map pinAUSTIN, TX
Phone650-681-0185
NotebookSEC #801-110938
Total AUM
$2.2B
Employees
41
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 CONGRESS AVENUE
SUITE 2750
AUSTIN
TX 78701
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
650-681-0185
Other Offices
2

ReceiptFinancials

Total AUM
$2.2B
Accounts
24
Discretionary
$1.6B
Accounts
20
Non-Discretionary
$563.3M
Accounts
4

ContactClients

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HNW Individual Clients
1
AUM
$286.3M
Pooled Vehicle Clients
16
AUM
$1.3B
Pension/Profit Sharing Plan Clients
1
AUM
$463.3M
Insurance Company Clients
1
AUM
$100M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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