Latitude Management Real Estate Investors, Inc. (Beverly Hills)

Name: Latitude Management Real Estate Investors, Inc.
Address: 350 South Beverly Drive, Beverly Hills, CA, 90212
Telephone: 310-234-2100

Latitude Management Real Estate Investors, Inc. is a large advisory firm based in Beverly Hills. It manages $1.52 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Delaware.

Latitude Management Real Estate Investors provides 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.

Latitude Management Real Estate Investors: assets under management

The assets under management (AUM) of Latitude Management Real Estate Investors, Inc. is $1.52 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.52 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $759.48 million each.

Latitude Management Real Estate Investors has custody of $1.52 billion in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Latitude Management Real Estate Investors, Inc. for their services and products based on a percentage of assets under management, fixed fees, 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.

What kind of clients Glenn Allen Sonnenberg serves?

The only and largest group of clients of Glenn Allen Sonnenberg is pooled investment vehicles with 2 clients and $1.52 billion of assets under management. Among the 10 most similar advisory firms, Latitude Management Real Estate Investors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.52 billion for 2 clients. None of the firm’s clients are foreign persons or businesses.

Latitude Management Real Estate Investors doesn't advise any private funds.

Careers at Latitude Management Real Estate Investors, Inc.

The company employs 18 people that are either part- or full-time employees. 100 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.

Glenn Allen Sonnenberg has been acting as President since 1 Mar 2009. Brett Dorian Mayer joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Wallace O. Sellers	Executive vice president, chief financial officer, chief compliance officer	1 Mar 2009	Other	4327216
Glenn Allen Sonnenberg	President	1 Mar 2009	Other	4327239
Llc Latitude Management Real Estate Holdings	Owner	1 Mar 2009	75% - 100%	27-1411543
Brett Dorian Mayer	Managing director	1 Sep 2010	Other	6027555

Based in Beverly Hills

The principal office where Latitude Management Real Estate Investors, Inc. performs its advisory services is located at 350 South Beverly Drive, Beverly Hills, CA 90212, which is also the mailing address of the firm. An additional office of the firm is in Denver,, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-234-2100 or by fax 310-234-2150. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at lmrei.com.