Rosen Real Estate Securities LLC is a large advisory firm based in Berkeley. It manages $380.16 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, New York, and Texas.
Rosen Real Estate Securities provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Rosen Real Estate Securities LLC is $380.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 334% 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 Rosen Real Estate Securities LLC 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.
Justin Moshe Gould joined the executive team most recently as the Chief Compliance Officer.
The principal office where Rosen Real Estate Securities LLC performs its advisory services is located at 1995 University Avenue, Berkeley, CA 94704 1070, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 510-549-4585 or by fax 510-849-1209. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.