Whi Real Estate Partners L.P. (Chicago)

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

Whi Real Estate Partners: assets under management

The assets under management (AUM) of Whi Real Estate Partners L.P. is $872.47 million. The firm's AUM has grown by 67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $844.04 million in discretionary accounts and $28.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49.65 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $28.44 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Whi Real Estate Partners L.P. 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 Whi Real Estate Partners serves?

The only and largest group of clients of Whi Real Estate Partners is pooled investment vehicles with 18 clients and $872.47 million of assets under management. Among the 10 most similar advisory firms, Whi Real Estate Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $872.47 million for 18 clients. None of the firm’s clients are foreign persons or businesses.

Whi Real Estate Partners also advises several private funds. Namely, sixteen real estate funds. The minimum investment commitment required of non-related persons ranges from $20,000 to $5,000,000.

Careers at Whi Real Estate Partners L.P.

The company employs 15 people that are either part- or full-time employees. 87 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.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in Chicago

The principal office where Whi Real Estate Partners L.P. performs its advisory services is located at 353 North Clark St., Chicago, IL 60654, 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 312-604-7910 or by fax 312-621-0984. The normal business hours are 9:00 am -5:00 pm on Monday - Friday. You can find more information about the New York firm at whirep.com and its LinkedIn profile.

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