Aecom Capital Real Estate, LLC (Los Angeles)

Name: Aecom Capital Real Estate, LLC
Address: 1999 Avenue Of The Stars, Los Angeles, CA, 90067
Telephone: 213-593-8000

Aecom Capital Real Estate, LLC is a large advisory firm based in Los Angeles. It manages $193.35 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California and New York.

Aecom Capital Real Estate provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aecom Capital Real Estate: assets under management

The assets under management (AUM) of Aecom Capital Real Estate, LLC is $193.35 million. The company doesn't manage any assets belonging to foreign clients.

Aecom Capital Real Estate has custody of $84.87 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aecom Capital Real Estate, 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 Glenn Roy Robson serves?

The only and largest group of clients of Glenn Roy Robson is pooled investment vehicles with 2 clients and $193.35 million of assets under management. Among the 14 most similar advisory firms, Aecom Capital Real Estate has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $193.35 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Aecom Capital Real Estate also advises several private funds.

Careers at Aecom Capital Real Estate, LLC

The company employs 27 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.

Glenn Roy Robson has been acting as President since 1 Feb 2018. Inc. Aecom Capital joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Aecom Capital	Shareholder	1 Feb 2018	75% - 100%	46-1903320
Edward Meyer Fentin	Managing director	1 Feb 2018	Other	4685853
David Yung Ming Gan	Vice president	1 Feb 2018	Other	2666555
Timothy Dean Haskin	Senior managing director	1 Feb 2018	Other	6996288
Glenn Roy Robson	President	1 Feb 2018	Other	1956924
Charles Florian Szurgot	Secretary & chief compliance officer	1 Feb 2018	Other	6996296
Warren David Wachsberger	Managing director	1 Feb 2018	Other	6996301

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Aecom	Shareholder	1 Jan 2013	75% - 100%	61-1088522

Based in Los Angeles

The principal office where Aecom Capital Real Estate, LLC performs its advisory services is located at 1999 Avenue Of The Stars, Los Angeles, CA 90067, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-593-8000. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at aecom.com.