Allegiant Real Estate Capital, LP (New York)

Name: Allegiant Real Estate Capital, LP
Address: 135 East 57 Th Street, New York, NY, 10022
Telephone: 646-362-0285

Allegiant Real Estate Capital, LP is a large advisory firm based in New York. It manages $1.12 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016.

Allegiant Real Estate Capital provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allegiant Real Estate Capital: assets under management

The assets under management (AUM) of Allegiant Real Estate Capital, LP is $1.12 billion. $1.12 billion of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Allegiant Real Estate Capital, LP 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 Anthony Brian Tufariello serves?

The only and largest group of clients of Anthony Brian Tufariello is other investment advisers with 1 clients and $1.12 billion of assets under management. Among the 8 most similar advisory firms, Allegiant Real Estate Capital has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $1.12 billion for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Allegiant Real Estate Capital doesn't advise any private funds.

Careers at Allegiant Real Estate Capital, LP

The company employs 15 people that are either part- or full-time employees. 93 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.

Anthony Brian Tufariello has been acting as President since 1 Jul 2016. Versant Allegiant Holdings Llc joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Allegiant Real Estate Capital Gp Llc	General partner	1 Jul 2016	75% - 100%	81-3302339
Allegiant Employee Aggregator Lp	Limited partner	1 Jul 2016	Other	81-3929543
Randy Stewart Reiff	Chief executive officer and chief investment officer	1 Jul 2016	Other	2911081
John Daniel Vavas	Chief compliance officer and head of legal	1 Jul 2016	Other	5706545
Simon George Breedon	Chief operating officer	1 Jul 2016	Other	4712355
Anthony Brian Tufariello	Chairman	1 Jul 2016	Other	1530550
Anthony B Tufariello	Chairman	1 Jul 2016	Other	1530550

Indirect Owners

The SEC currently registers 17 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sunrise Debt Capital Management Group Llc	Managing member	1 Aug 2016	75% - 100%	81-3302339
T2 Capital Group Llc	Member	1 Aug 2016	25% - 50%	81-4283501
Zf Sunrise One Llc	Member	1 Aug 2016	25% - 50%	81-4283584
Nm Sunrise Two Llc	Member	1 Aug 2016	25% - 50%	81-4283722
Anthony Brian Tufariello	Sole member	1 Aug 2016	75% - 100%	1530550
Ziel Levi Feldman	Sole member	1 Aug 2016	75% - 100%	6724123
Nir Nmn Meir	Sole member	1 Aug 2016	75% - 100%	6724124
Llc Rr Srfk	Partner	1 Aug 2016	25% - 50%	81-4256174
Inc. Allegiant Employee Aggregator Gp	General partner	1 Aug 2016	Other	81-3929543
Randy Stewart Reiff	Sole member and owner	1 Aug 2016	75% - 100%	2911081
Sunrise Capital Management Group Llc	Managing member	1 Aug 2016	75% - 100%	81-4293334
Anthony B Tufariello	Sole member	1 Aug 2016	75% - 100%	1530550
Ziel Feldman	Sole member	1 Aug 2016	75% - 100%	6724123
Nir Meir	Sole member	1 Aug 2016	75% - 100%	6724124
The Versant Group Llc	Managing member	1 Jan 2018	75% - 100%	82-4306204
Versant Allegiant Holdings Llc	Managing member	1 Oct 2018	75% - 100%	81-3302339
Sunrise Capital Management Group Llc	Managing member	1 Oct 2018	75% - 100%	81-4293334

Based in New York

The principal office where Allegiant Real Estate Capital, LP performs its advisory services is located at 135 East 57 Th Street, New York, NY 10022, 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 646-362-0285. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at allegiantrec.com/.