Guggenheim Real Estate LLC is a large advisory firm based in Denver. It manages $1.41 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of North Carolina.
Guggenheim Real Estate provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Guggenheim Real Estate LLC is $1.41 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6757% since the beginning of its operation, and $13.44 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Guggenheim Real Estate 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.
The only and largest group of clients of Guggenheim Real Estate is pooled investment vehicles with 7 clients and $1.41 billion of assets under management. Among the 13 most similar advisory firms, Guggenheim Real Estate has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.41 billion for 7 clients. 14% of the firm’s clients are foreign persons or businesses.
Guggenheim Real Estate also advises several private funds. Namely, four hedge funds and one other private fund. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
The company employs 18 people that are either part- or full-time employees. 100 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Guggenheim Real Estate LLC performs its advisory services is located at 1099 18 Th Street, Denver, CO 80202, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-986-2222 or by fax 303-986-7990. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at guggenheimpartners.com.