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Building 2REALTERM

Map pinANNAPOLIS, MD
Phone410-280-1100
NotebookSEC #801-128609
Total AUM
$10.9B
Employees
265
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 WEST STREET
ANNAPOLIS
MD 21401
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
410-280-1100
Other Offices
16

ReceiptFinancials

Total AUM
$10.9B
Accounts
16
Discretionary
$8.8B
Accounts
15
Non-Discretionary
$2.1B
Accounts
1

ContactClients

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Pooled Vehicle Clients
16
AUM
$10.9B

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT TO JOINT VENTURES; DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLILMDNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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