Intercontinental Real Estate Corporation is a large advisory firm based in Boston. It manages $8.16 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002.
Intercontinental Real Estate Corporation provides portfolio management for pooled investment vehicles and real estate investment management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Intercontinental Real Estate Corporation is $8.16 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1185% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Intercontinental Real Estate Corporation for their services and products based on a percentage of assets under management, fixed fees, 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.
The only and largest group of clients of Ira Stepanian is pooled investment vehicles with 1 clients and $8.16 billion of assets under management. Among the 10 most similar advisory firms, Intercontinental Real Estate Corporation has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $8.16 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Intercontinental Real Estate Corporation doesn't advise any private funds.
The company employs 107 people that are either part- or full-time employees. 24 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ira Stepanian has been acting as President since 1 Jun 2006. Thomas Richard Taranto has served as the Chief Investment Officer since 1 Aug 2006. Kendall Edward Brook joined the executive team most recently as the Chief Compliance Officer.
The principal office where Intercontinental Real Estate Corporation performs its advisory services is located at 1270 Soldiers Field Rd, Boston, MA 02135 1003, which is also the mailing address of the firm. An additional office of the firm is in Sherman Oaks, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-782-2600 or by fax 617-782-9442. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at intercontinental.net.