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W3 Properties LLC (San Rafael)


W3 Properties LLC is a large advisory firm based in San Rafael. It manages $100 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.

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W3 Properties provides real estate investment management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

W3 Properties: assets under management

The assets under management (AUM) of W3 Properties LLC is $100 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $100 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 million each.
W3 Properties has custody of $17.11 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay W3 Properties 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.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Rrh Corporation Shareholder 1 Apr 1981 75% - 100% 751535182
Loyal Trust No. 1 Shareholder 1 Dec 1988 25% - 50% 75-6214781
Hunt Consolidated Inc Shareholder 1 Mar 1991 75% - 100% 75-1727234
Teacher Retirement System Of Texas Limited partner 1 Dec 2009 75% - 100% 74-6000164
Hri Akard Street Gp Llc General partner 1 Dec 2009 Other 45-4725128
Hunt Realty Investments Inc Member 1 Dec 2009 75% - 100% 75-2380844
R. Gerald Turner Trustee 1 May 2010 Other 6028132
Llc Akard Street W3 Limited partner 1 Sep 2010 75% - 100% 27-1652476
W3 Real Estate Partners Llc General partner 1 Sep 2010 Other 27-0432651
Akard Street Partners Lp Member 1 Sep 2010 75% - 100% 27-1652476

Based in San Rafael

The principal office where W3 Properties LLC performs its advisory services is located at 711 Grand Avenue, San Rafael, CA 94901, 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 415-454-3201 or by fax 415-454-3208. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.w3partnersllc.com.


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