Latitude Management Real Estate Investors, Inc. is a large advisory firm based in Beverly Hills. It manages $1.52 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Delaware.
Latitude Management Real Estate Investors 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.
The assets under management (AUM) of Latitude Management Real Estate Investors, Inc. is $1.52 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Latitude Management Real Estate Investors, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Glenn Allen Sonnenberg is pooled investment vehicles with 2 clients and $1.52 billion of assets under management. Among the 10 most similar advisory firms, Latitude Management Real Estate Investors has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.52 billion for 2 clients. None of the firm’s clients are foreign persons or businesses.
Latitude Management Real Estate Investors doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 100 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 Allen Sonnenberg has been acting as President since 1 Mar 2009. Brett Dorian Mayer joined the executive team most recently as the Managing Director.
The principal office where Latitude Management Real Estate Investors, Inc. performs its advisory services is located at 350 South Beverly Drive, Beverly Hills, CA 90212, which is also the mailing address of the firm. An additional office of the firm is in Denver,, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-234-2100 or by fax 310-234-2150. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at lmrei.com.