Allegiant Real Estate Capital, LP (New York)


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. 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 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/.