Dlj Real Estate Capital Partners, LLC (New York)

Name: Dlj Real Estate Capital Partners, LLC
Address: 1123 Broadway, 2 Nd Floor, New York, NY, 10010
Telephone: 212-901-4928

Dlj Real Estate Capital Partners, LLC is a large advisory firm based in New York. It manages $2.14 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2010.

Dlj Real Estate Capital Partners provides portfolio management for pooled investment vehicles and recommendations with respect to the acquisition, retention and sale of real estate related investments.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dlj Real Estate Capital Partners: assets under management

The assets under management (AUM) of Dlj Real Estate Capital Partners, LLC is $2.14 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and $256.34 million of the total AUM is attributable to clients outside of the United States.

The firm manages $2.14 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $153.18 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dlj Real Estate Capital 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 Jason Todd Altberger serves?

The only and largest group of clients of Jason Todd Altberger is pooled investment vehicles with 14 clients and $2.14 billion of assets under management. Among the 7 most similar advisory firms, Dlj Real Estate Capital Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.14 billion for 14 clients. 7% of the firm’s clients are foreign persons or businesses.

Dlj Real Estate Capital Partners also advises several private funds. Namely, thirteen real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Dlj Real Estate Capital Partners, LLC

The company employs 20 people that are either part- or full-time employees. 60 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.

Jason Todd Altberger has been acting as President since 1 Feb 2011. Andrew Paul Rifkin joined the executive team most recently as the Director, Chief Executive Officer & President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Credit Suisse Private Equity	Member	1 Mar 2000	Other	13-3805378
Andrew Paul Rifkin	Director, chief executive officer & president	1 Sep 2010	Other	2088533
L.P. Dlj Recp Management	Member	1 Sep 2010	75% - 100%	27-2717669
Carmine Donato Fanelle	Director & vice president	1 Sep 2010	Other	2605123
William Christopher Helm	Director & vice president	1 Sep 2010	Other	2677225
Martin Ward Clarke	Vice president & chief compliance officer	1 Sep 2010	Other	4322107
Thomas Joseph Scott	Vice president	1 Sep 2010	Other	1702125
Llc Dlj Recp Mgmt	General partner of dlj recp management, l.p. (relying adviser)	1 Sep 2010	75% - 100%	27-271612
Llc Dlj Real Estate Capital Partners	Shareholder of dlj real estate capital partners (hk), limited (relying adviser)	1 Sep 2010	75% - 100%	106238
Robert Francis Cavanaugh	Vice president	1 Sep 2010	Other	1721603
Melissa Danson	Chief compliance officer	1 Sep 2010	Other	5552667
Jason Todd Altberger	Director/vice president	1 Feb 2011	Other	4239538

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Credit Suisse (Usa)	Shareholder	1 Nov 2000	75% - 100%	13-1898818
Inc. Credit Suisse Holdings (Usa)	Shareholder	1 Nov 2000	75% - 100%	13-2853402
Credit Suisse Ag	Shareholder	1 Nov 2000	50% - 75%	foreign entity
Credit Suisse Group Ag	Shareholder	1 Nov 2000	25% - 50%	foreign entity
Andrew Paul Rifkin	Limited partner	1 May 2010	75% - 100%	2088533
Llc Dlj Recp Mgmt	General partner	1 May 2010	Other	27-2717612

Based in New York

The principal office where Dlj Real Estate Capital Partners, LLC performs its advisory services is located at 1123 Broadway, 2 Nd Floor, New York, NY 10010, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-901-4928 or by fax 1-800-491-9555. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at dljrecp.com.