Oakwood Real Estate Partners, LLC (Denver)

Name: Oakwood Real Estate Partners, LLC
Address: 1415 Larimer Street, Denver, CO, 80202
Telephone: 303-595-7669

Oakwood Real Estate Partners, LLC is a large advisory firm based in Denver. It manages $295.28 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Colorado.

Oakwood Real Estate Partners 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.

Oakwood Real Estate Partners: assets under management

The assets under management (AUM) of Oakwood Real Estate Partners, LLC is $295.28 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 129% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $295.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $73.82 million each.

Oakwood Real Estate Partners has custody of $193.94 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oakwood Real Estate Partners, 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.

What kind of clients Oakwood Real Estate Partners serves?

The only and largest group of clients of Oakwood Real Estate Partners is pooled investment vehicles with 4 clients and $295.28 million of assets under management. Among the 9 most similar advisory firms, Oakwood Real Estate Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $295.28 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Oakwood Real Estate Partners also advises several private funds. Namely, three real estate funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $5,000,000.

Careers at Oakwood Real Estate Partners, LLC

The company employs 8 people that are either part- or full-time employees. 75 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

Name	Entity	Date acquired	Ownership	Employer ID
Robert Barton Spaulding	Member	1 Jun 2012	25% - 50%	6276751
Charles Spaulding	Member	1 Jun 2012	25% - 50%	6263790
Kevin Dantke Graff	Member	1 Jun 2012	Other	4208805
Peter Cushman	Cco	1 Jun 2012	Other	6263740
Kevin Dantice Graff	Member	1 Jun 2012	Other	4208805

Based in Denver

The principal office where Oakwood Real Estate Partners, LLC performs its advisory services is located at 1415 Larimer Street, Denver, CO 80202, 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 303-595-7669 or by fax 303-595-7676. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at oakwoodre.com/.