Allegiant Real Estate Capital, Lp
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Overview
Allegiant Real Estate Capital, Lp is a financial advisory company that has its headquarters in New York, New York. The company controls $29.4 million in total assets throughout two client accounts. The company has a small group, including 1 financial advisor. Allegiant Real Estate Capital, Lp does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like options, bonds and equities.
Allegiant Real Estate Capital, Lp manages zero of its accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction judgments without requiring the client's authorization. Allegiant Real Estate Capital, Lp also has two non-discretionary accounts totaling $29.4 million in assets under management. The company oversees about $14.7 million for every customer account. An average advisor at Allegiant Real Estate Capital, Lp oversees around two client accounts, making it one of the most individualized financial advisor firms in the country.
The firm's central office is located at 880 Third Avenue, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Allegiant Real Estate Capital, Lp by the Numbers
$29.4 million
2
2
$14.7 million
Fee Structure
Financial management fees typically are based on the financial services provided. However, fees billed by the company typically consist of non-traditional fee structures. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The firm provides services to other. Out of its two customers, Allegiant Real Estate Capital, Lp's largest client is other. None of its clients reside abroad.
- 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.
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Disclosures
Allegiant Real Estate Capital, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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