DFX Intelligence

4 more other clients, 249 more Schedule C rows and 21 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

American Realty Advisors

Institutional manager· CA

Institutional managercandidateCRD 107965

Suggest a correction

4 more other clients, 249 more Schedule C rows and 21 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

filed Apr 30, 2026

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$3.2B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM $3.2B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

3 allocators

Building Service 32bj Pension Fund Pension consultantthrough Jun 30, 2023 Form 5500
Actors' Equity Association Staff Pension Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
Laborers' Local No. 17 Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500

Other roles

7 allocators

Roofers Local Union No. 71 Pension Plan Custodianthrough Jun 30, 2024
Bricklayers Local No. 8 Pension Fund Custodianthrough Apr 30, 2023
Ohio Local No 1 Operative Plasterers and Cement Masons Pension Fund Custodianthrough Apr 30, 2023

+4 more clients

Every name, record and relationship behind this count, with the source on each.

Schedule C rows

252 rows, $59.0M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Teamsters Local No. 35 Pension Plan	2025	52	NONE	$53,969
Carpenters Labor-Management Pension Plan	2025	28 51	NONE	$19,435
IAM National Pension Fund	2024	28 51	NONE	$2.5M

+249 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Form ADV readings

institutional clients 11 Apr 30, 2026 reported
pension plan clients 11 Apr 30, 2026 reported
raum discretionary $3.2B Apr 30, 2026 reported
raum total $3.2B Apr 30, 2026 reported

What changed

Dec 31, 2025Manager relationship startedCarpenters Labor-Management Pension Plan
Ara appears on Carpenters Labor-Management Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
with American Realty Advisorsaskebsa.dol.gov
Jun 30, 2025Holding startedIbew Local No. 100 Pension Plan
Ibew Local No. 100 Pension Plan first reports an interest in American Core Realty Fund (American Realty Advisors): $2M at 2025-06-30
with American Realty Advisorsaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceIron Workers Local #397 Pension Fund
Iron Workers Local #397 Pension Fund no longer reports American Core Realty Fund (American Realty Advisors) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)
with American Realty Advisorsaskebsa.dol.gov
Dec 31, 2024Holding startedIron Workers Local #397 Pension Fund
Iron Workers Local #397 Pension Fund first reports an interest in American Core Realty (American Realty Advisors): $4M at 2024-12-31
with American Realty Advisorsaskebsa.dol.gov
Dec 31, 2024Manager relationship startedSouthern California Ibew-Neca Pension Plan
American Realty Advisors appears on Southern California Ibew-Neca Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with American Realty Advisorsaskebsa.dol.gov

+21 more dated events

Every name, record and relationship behind this count, with the source on each.