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RESOURCE REAL ESTATE LLC

Advisory

Y·NEW YORK, NY

Data as of Sep 29, 2020 · Source: SEC Form ADV

Total AUM

$366M

1-Year AUM Growth

+33.5%

3-Year CAGR

+18.2%

Employees

11

Assets Under Management

Total AUM$366M

Discretionary AUM$366M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees11

Investment Advisers79

Employee Growth (1Y)—

Filing History

Total Filings on Record20

First FilingMar 1, 2012

Latest FilingSep 29, 2020

🔒 Full AUM trend chart and 20 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RESOURCE REAL ESTATE LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.