Allegiant Real Estate Capital, Lp

CRD#285525
Investment Advisor Firm

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Learn more about Allegiant Real Estate Capital, Lp

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations
  • 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

    $29.4 million

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    880 Third Avenue
    New York, NY 10022

    Allegiant Real Estate Capital, Lp by the Numbers

    Total Assets Under Management

    $29.4 million

    National Average: $8.6 billion
    Total Number of Employees

    2

    National Average: 64
    Total Number of Accounts

    2

    National Average: 375,227
    Average Account Size

    $14.7 million

    National Average: $23.0 thousand
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    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

    • Offered by 10% of firms

      Other

      Show Explanation

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

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      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.

    • Find one of the 21% 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 1% 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 26% of firms that offer this fee type

      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.

    • Find one of the 0% 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 32% 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.

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    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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