Eightfold Real Estate Capital, L.P. (Miami Beach)


Eightfold Real Estate Capital, L.P. is a large advisory firm based in Miami Beach. It manages $1.24 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Florida.

Eightfold Real Estate Capital 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.

Eightfold Real Estate Capital: assets under management

The assets under management (AUM) of Eightfold Real Estate Capital, L.P. is $1.24 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 188% since the beginning of its operation, and $6.88 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.24 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $124.22 million each.
Eightfold Real Estate Capital has custody of $1.24 billion in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eightfold Real Estate Capital, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Eightfold Real Estate Capital serves?

The only and largest group of clients of Eightfold Real Estate Capital is pooled investment vehicles with 10 clients and $1.24 billion of assets under management. Among the 6 most similar advisory firms, Eightfold Real Estate Capital has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.24 billion for 10 clients. 10% of the firm’s clients are foreign persons or businesses.

Eightfold Real Estate Capital also advises several private funds. Namely, three hedge funds and five real estate funds. The minimum investment commitment required of non-related persons ranges from $150,000 to $5,000,000.

Careers at Eightfold Real Estate Capital, L.P.

The company employs 15 people that are either part- or full-time employees. 67 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
Sw7 Partners Gp Llc General partner of reporting adviser 1 Mar 2012 Other 45-4290391
L.P. Sw7 Partners Sponsor limited partner of reporting adviser 1 Mar 2012 50% - 75% 45-4312167
L.P. Abrams Capital Partners Ii Limited partner of reporting adviser 1 Mar 2012 Other 04-3455023
L.P. Riva Capital Partners Iii Limited partner of reporting adviser 1 Mar 2012 Other 45-1564102
Brian Alan Tageson Vice president and treasurer of sw7 partners gp llc 1 Mar 2012 Other 3075777
Randolph Jon Wolpert Cco of eightfold real estate capital, l.p.; vice president of sw7 partners gp llc 1 Mar 2012 Other 2956434
Larry J Golinsky Vice president and secretary of sw7 partners gp llc 1 Mar 2012 Other 6046581
Robert Cherry President of sw7 partners gp llc 1 Mar 2012 Other 6046585
Ronald Schrager Vice president of sw7 partners gp llc 1 Mar 2012 Other 6046588
Kevin Wayne Wodicka Vice president of sw7 partners gp llc 1 Mar 2012 Other 2083338
Michael E Wheeler Vice president and secretary of sw7 partners gp llc 1 Mar 2012 Other 6046577
Isaac Malcolm Pesin Vice president of sw7 partners gp llc 1 Nov 2016 Other 2920594

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Abrams Capital General partner 1 Feb 1999 Other 04-3436814
Llc Riva Capital Management Iii General partner 1 Apr 2011 Other 45-1563985
Sw7 Partners Holdings Llc Sponsor and sole member 1 Mar 2012 75% - 100% 45-4287631

Based in Miami Beach

The principal office where Eightfold Real Estate Capital, L.P. performs its advisory services is located at 1111 Lincoln Road, Miami Beach, FL 33139 2451, 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 305-503-4050. The normal business hours are 9-6 on Monday - Friday. You can find more information about the New York firm at eightfoldcapital.com.