Aecom Capital Real Estate, LLC

CRD#298333
Investment Advisor Firm

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

Overview

Aecom Capital Real Estate, LLC is a financial advisory company located in Los Angeles, California. The company manages $463.8 million in assets under management over two customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management (AUM). The company has a small team of 25 employees, of which 16 are financial advisors. Aecom Capital Real Estate, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like bonds, equities and options.

Aecom Capital Real Estate, LLC manages zero of the firm's client assets on a discretionary basis. Discretionary management means that transaction judgments are made by a portfolio manager without requiring client consent. Aecom Capital Real Estate, LLC also has two non-discretionary accounts with a total of $463.8 million in assets under management. Aecom Capital Real Estate, LLC's average account size is $231.9 million. The average advisor at Aecom Capital Real Estate, LLC administers fewer than one client account, making it one of the most personalized advisor firms in the country.

The company's main office is located at 1999 Avenue Of The Stars, Los Angeles, California 90067. The firm is allowed to provide services to clients throughout 2 states, including California and New York.

Assets Under Management

$463.8 million

Number of Advisors

16

Disclosures

No

Office Location

1999 Avenue Of The Stars
Los Angeles, CA 90067

Aecom Capital Real Estate, LLC by the Numbers

Total Assets Under Management

$463.8 million

National Average: $3.7 billion
Total Number of Employees

25

National Average: 29
Total Number of Accounts

2

National Average: 2,073
Average Account Size

$231.9 million

National Average: $1.8 million

Find a dedicated advisor for your needs

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Fee Structure

Fees for financial management usually are based on which services the firm provides the client. However, fees billed by the firm likely are comprised of some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Back to Overview

Types of Clients

The firm provides services to pooled investment vehicles. Out of its two clients, Aecom Capital Real Estate, LLC's largest client group is pooled investment vehicles. None of its clients are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

Find an advisor who will work directly with you

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Disclosures

Aecom Capital Real Estate, LLC does not have any disclosures.

Please visit its Form ADV for more details.

Back to Overview
Back to Overview

Find a financial advisor near you

If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.

Back to Overview

This content was compiled from the SEC and FINRA