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Bluerock Fund Advisor, LLC

● SEC registered since 2012CRD 165015SEC# 801-77049New York, NY
Export (members)
Reg. AUM
$4.28B
Employees
14
Accounts
1
Location
New York, NY

Bluerock Fund Advisor, LLC assets under management

Bluerock Fund Advisor, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2012. It reports $4.3 billion in regulatory assets under management and employs 14 people.

Bluerock Fund Advisor, LLC owners & executives

16 reported
NameTitleOwnershipSince
Adam Jason LottermanCo-Portfolio ManagerUnder 5%2013
Bluerock Enterprise Holdings, LP ControlSole MemberOver 75%2025
Bluerock Holdings Manager, Inc. ControlManagerUnder 5%2021
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Frequently asked questions

How much does Bluerock Fund Advisor, LLC manage?

Bluerock Fund Advisor, LLC reports $4.3 billion in regulatory assets under management on its Form ADV.

How many employees does Bluerock Fund Advisor, LLC have?

Bluerock Fund Advisor, LLC reports 14 employees.

Where is Bluerock Fund Advisor, LLC located?

Bluerock Fund Advisor, LLC is based in New York, NY and has been SEC-registered since 2012.

Does Bluerock Fund Advisor, LLC disclose fund performance?

Bluerock Fund Advisor, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address919 Third Avenue, 40th Floor, New York, NY 10022
Phone212-843-1601
Fax646-278-4220
Office hours9:00-5:00
SEC regionNew York Regional Office (NYRO)
CIK158044
Discloses disciplinary historyNo

Assets under management

Discretionary$4.28B
Non-discretionary$0
Total (RAUM)$4.28B