American Realty Advisors (Los Angeles)

Name: American Realty Advisors
Address: 515 S. Flower St., 49 Th Floor, Los Angeles, CA, 90071
Telephone: 213-233-5700

American Realty Advisors is a large advisory firm based in Los Angeles. It manages $1.71 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Connecticut, and Florida.

American Realty Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, and 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.

American Realty Advisors: assets under management

The assets under management (AUM) of American Realty Advisors is $1.71 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 196% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.71 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $853.59 million each.

American Realty Advisors has custody of $91.1 million in cash and securities for 15 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay American Realty Advisors for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients James Bennett Mckenna serves?

The only and largest group of clients of James Bennett Mckenna is pooled investment vehicles with 2 clients and $1.71 billion of assets under management. Among the 9 most similar advisory firms, American Realty Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.71 billion for 2 clients. None of the firm’s clients are foreign persons or businesses.

American Realty Advisors also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $2,000,000.

Careers at American Realty Advisors

The company employs 102 people that are either part- or full-time employees. 49 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.

James Bennett Mckenna has been acting as President since 1 Nov 1991. Paul Vacheron joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stanley Leonard Iezman	Director, chairman & ceo; co-trustee; special voting stock trustee	1 Aug 1985	Other	4394468
James Bennett Mckenna	Director	1 Nov 1991	Other	2020858
Trustee Of The Stanley Iezman Separate Property Trust Of 1995 Stanley L. Iezman	Owner	1 May 1995	75% - 100%	xxx-xx-xxxx
Scott William Darling	Director, vice president	1 May 1996	Other	2031017
Howard Michael Appel	Chief compliance officer	1 Jul 2005	Other	4996601
Timothy Albert Siegman	Chief accounting officer	1 Jan 2006	Other	5288065
Nancy Ellen Stark	Director	1 May 2006	Other	5172430
Kristin Adrian	Chief legal officer & chief compliance officer	1 Sep 2006	Other	5217012
Michael Bennett Haines	Chief accounting officer	1 Sep 2009	Other	5729464
Nancy Ellen Stark	Director; co-trustee	1 Dec 2009	Other	5172430
Kirk Van Helgeson	Vice president	1 Dec 2009	Other	5743986
Scott William Darling	Director, president	1 Mar 2010	Other	2031017
Kirk Van Helgeson	Executive vice president	1 Mar 2010	Other	5743986
Iezman Family Trust	Shareholder; stanley l. iezman and nancy e. stark co-trustees	1 Jun 2010	75% - 100%	xxx-xx-xxxx
2010 Iezman Family Trust Dated June 17	Owner	1 Jun 2010	75% - 100%	xxx-xx-xxxx
Jeffrey John Farron	Chief accounting officer	1 Jun 2011	Other	5047256
Glenn Evans Anderson	Chief accounting officer	1 Aug 2011	Other	6012192
Paul Vacheron	Vice president	1 Apr 2015	Other	6884593

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Stanley L. Iezman Separate Property Trust Of 1995	Owner	1 May 1995	75% - 100%	xxx-xx-xxxx
Stanley L. Iezman	Sole trustee	1 May 1995	75% - 100%	xxx-xx-xxxx
Stanley L. Iezman	Co-trustee; special voting stock trustee	1 Jun 2010	Other	xxx-xx-xxxx
Nancy Ellen Stark	Co-trustee	1 Jun 2010	Other	xxx-xx-xxxx

Based in Los Angeles

The principal office where American Realty Advisors performs its advisory services is located at 515 S. Flower St., 49 Th Floor, Los Angeles, CA 90071, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-233-5700 or by fax 213-947-1480. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at qpam.com.