Lend Lease Rosen Real Estate Securities LLC (Berkeley)

Name: Lend Lease Rosen Real Estate Securities LLC
Address: 1995 University Ave, Suite 225, Berkeley, CA, 94704
Telephone: 510-849-8360

Lend Lease Rosen Real Estate Securities LLC is a large advisory firm based in Berkeley. It manages $3.05 billion of regulatory assets for 476 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

Lend Lease Rosen Real Estate Securities provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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.

Lend Lease Rosen Real Estate Securities: assets under management

The assets under management (AUM) of Lend Lease Rosen Real Estate Securities LLC is $3.05 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $3.05 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.4 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lend Lease Rosen Real Estate Securities 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.

Careers at Lend Lease Rosen Real Estate Securities LLC

Nancy Coan Torres joined the executive team most recently as the Indirect Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Anthony Torres	Chief executive officer	1 Aug 2002	Other	2626850
Mark J. Nuti	Chief operating officer	1 Jul 2003	Other	2774438
Acm Acquisition Llc	Member of applicant	1 Aug 2004	75% - 100%	20-1580079
Mark Alexander Hoopes	Chief compliance officer	1 Aug 2004	Other	2482339

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Michael Anthony Torres	Indirect owner	1 Aug 2004	50% - 75%	2626850
Nancy Coan Torres	Indirect owner	1 Sep 2004	50% - 75%	4862235

Based in Berkeley

The principal office where Lend Lease Rosen Real Estate Securities LLC performs its advisory services is located at 1995 University Ave, Suite 225, Berkeley, CA 94704, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 510-849-8360 or by fax 510-849-8369. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.adelantecapitalmanagement.com.