Alex. Brown Realty, Inc. is a large advisory firm based in Baltimore. It manages $303.04 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Maryland.
Alex. Brown Realty provides portfolio management for pooled investment vehicles, selection of other advisers, and real estate advisory services (debt and equity). 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 Alex. Brown Realty, Inc. is $303.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and $2.04 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Alex. Brown Realty, Inc. for their services and products based on a percentage of assets under management, fixed fees, 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.
The only and largest group of clients of Jack Symington Griswold is pooled investment vehicles with 20 clients and $303.04 million of assets under management. Among the 12 most similar advisory firms, Alex. Brown Realty has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $303.04 million for 20 clients. 10% of the firm’s clients are foreign persons or businesses.
Alex. Brown Realty also advises several private funds. Namely, five hedge funds, twenty two real estate funds, and one other private fund. The minimum investment commitment required of non-related persons ranges from $0 to $2,000,000.
The company employs 28 people that are either part- or full-time employees. 50 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.
Jack Symington Griswold has been acting as President since 1 Jun 1982. Thomas Richard Burton joined the executive team most recently as the President, Cio, And Director.
The principal office where Alex. Brown Realty, Inc. performs its advisory services is located at 300 East Lombard Street, Baltimore, MD 21202 3219, which is also the mailing address of the firm. An additional office of the firm is in Minneapolis, MN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-727-4083 or by fax 410-625-2694. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at abrealty.com.