Madison International Realty Holdings, LLC (New York)

Name: Madison International Realty Holdings, LLC
Address: 410 Park Ave, New York, NY, 10022 9443
Telephone: 212-688-8777

Madison International Realty Holdings, LLC is a large advisory firm based in New York. It manages $4.59 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Madison International Realty Holdings provides portfolio management for pooled investment vehicles and family office account. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Madison International Realty Holdings: assets under management

The assets under management (AUM) of Madison International Realty Holdings, LLC is $4.59 billion. The firm's AUM has grown by 347% since the beginning of its operation, and $964.19 million of the total AUM is attributable to clients outside of the United States.

The firm manages $4.37 billion in discretionary accounts and $216.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $437.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $216.08 million.

Madison International Realty Holdings has custody of $3.48 billion in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Madison International Realty Holdings, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Christopher Steven Mendez serves?

The only and largest group of clients of Christopher Steven Mendez is pooled investment vehicles with 10 clients and $4.56 billion of assets under management. Among the 6 most similar advisory firms, Madison International Realty Holdings has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $4.56 billion for 10 clients. 36% of the firm’s clients are foreign persons or businesses.

Madison International Realty Holdings also advises several private funds. Namely, nine real estate funds. The minimum investment commitment required of non-related persons ranges from $40,100 to $589,262,790.

Careers at Madison International Realty Holdings, LLC

The company employs 57 people that are either part- or full-time employees. 81 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.

Christopher Steven Mendez has been acting as President since 1 May 2015. Lp Madison International Realty Partners joined the executive team most recently as the Madison International Realty Partners, Lp.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Mark Dickerman	President	1 Apr 2002	Other	1669641
Michael Siefert	Managing director	1 Jan 2007	Other	6932336
Carey Joseph Flaherty	Managing director	1 May 2010	Other	4072498
Derek O Jacobson	Managing director	1 May 2010	Other	5969898
Dana Nicole Shorte	Principal	1 May 2010	Other	4532704
Yehuda Hecht	Chief financial officer	1 Oct 2010	Other	5969903
Bradley Henderson Carroll	Managing director	1 Nov 2010	Other	4410144
Sean Kelly Rand	Director	1 Nov 2010	Other	5080689
Ronald Mark Dickerman	Managing member	1 Jan 2011	75% - 100%	1669641
Allison Rose Dickerman	Member	1 Jan 2011	Other	5969890
Andrew Dickerman	Member	1 Jan 2011	Other	5969891
Todd Silverman	Managing director	1 Jun 2011	Other	5969910
Gregory R Michel	Chief compliance officer	1 Jul 2011	Other	5969900
Nausheen Hussain	Hr director	1 Mar 2014	Other	5218393
Christopher Steven Mendez	Director	1 May 2014	Other	5165018
Evan Cohen	Director	1 May 2014	Other	6461719
Michael Jiun Yih Chen	Managing director	1 Jul 2014	Other	4663799
Christopher Steven Mendez	Director	1 May 2015	Other	5165018
Evan Cohen	Director	1 May 2015	Other	6461719
Andrew Schaffler	Director	1 May 2015	Other	4712285
Michael Jiun Yih Chen	Managing director	1 Jul 2015	Other	4663799
William Kyle Torpey	Director	1 Sep 2017	Other	5683211
Lp Madison International Realty Partners	Madison international realty partners, lp	1 Jun 2019	75% - 100%	84-2124562

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Mark Dickerman	Majority owner	1 Jun 2019	75% - 100%	1669641

Based in New York

The principal office where Madison International Realty Holdings, LLC performs its advisory services is located at 410 Park Ave, New York, NY 10022 9443, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-688-8777 or by fax 212-688 8774. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at madisonint.com/.