Real Partners, LLC (King Of Prussia)

Real Partners, LLC is a large advisory firm based in King Of Prussia. It manages $221.97 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Pennsylvania.

Real Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and subadvisory. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Real Partners: assets under management

The assets under management (AUM) of Real Partners, LLC is $221.97 million. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.15 million in discretionary accounts and $203.83 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.07 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $101.91 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Real Partners, LLC for their services and products based on a percentage of assets under management. 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 Real Partners, LLC

Philip George Fraley has been acting as President since 1 Jan 2012. Stefanie Jane Little joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Mvp 5 Sticks Holdings	Sole managing member	1 Sep 2011	75% - 100%	32-0357048
Philip George Fraley	President	1 Jan 2012	Other	5414013
Stefanie Jane Little	Chief compliance officer	1 Mar 2012	Other	4393611

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Iamw Investors Ii	Owner	1 Sep 2011	50% - 75%	80-0765488
Llc Cf Partners Iii	Owner	1 Sep 2011	75% - 100%	45-3730552
Td Us Holdings	Owner	1 Jan 2012	25% - 50%	00-0000000
Tahir Domi	Owner	1 Jan 2012	75% - 100%	6041740

Based in King Of Prussia

The principal office where Real Partners, LLC performs its advisory services is located at 1045 First Ave, King Of Prussia, PA 19406, 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 610-470-4028 or by fax 610-313-0920. The normal business hours are 8:00 am - 5:30 pm on Monday - Friday.