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ALBANY ROAD INVESTMENT ADVISERS, LLC, CRD 290302
DEDHAM, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ALBANY ROAD II - UNIVERSITY OFFICE PARK LLC | Real Estate Fund | $63.6M | Jun 4, 2024 | 77 | Mar 31, 2021 | reported | 021-310259 |
| ALBANY ROAD III - SOLANA LLC | Real Estate Fund | $14.3M | Mar 31, 2022 | 123 | Mar 31, 2022 | dropped | 021-421474 |
| ALBANY ROAD REAL ESTATE FUND II, LLC | Real Estate Fund | $10.0M | Nov 1, 2017 | 4 | Nov 1, 2017 | dropped | 021-294842 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| 1797 PARTNERS LLC | Member | C | yes | 07/2012 | Mar 31, 2021 | Jun 4, 2024 |
| ALBANY ROAD REAL ESTATE PARTNERS LLC | Owner | E | yes | 10/2017 | Mar 30, 2018 | Jun 4, 2024 |
| ALBRO, PETER | MANAGING DIRECTOR | Na | yes | 05/2021 | Mar 31, 2022 | Jun 4, 2024 |
| BURKE, JEFFREY, MICHAEL | CHIEF FINANCIAL OFFICER | Na | yes | 01/2019 | Mar 29, 2019 | Jun 4, 2024 |
| CALLANDER, CLARK, NEWTON | Member | E | yes | 10/2002 | Mar 30, 2018 | Jun 4, 2024 |
| CALLANDER, CLARK, NEWTON | MANAGING PARTNER | Na | yes | 07/2012 | Mar 30, 2018 | Jun 4, 2024 |
| CLOUD, JOSEPH, PRESCOTT | MANAGING PARTNER | Na | yes | 03/2021 | Mar 30, 2018 | Jun 4, 2024 |
| EGAN, JOHN, MERRICK | MANAGING DIRECTOR | Na | yes | 04/2017 | Mar 30, 2018 | Jun 4, 2024 |
| FORESMAN, JEFFREY, ROBERT | MANAGING DIRECTOR | Na | yes | 09/2019 | Mar 31, 2021 | Jun 4, 2024 |
| HOAG, BRANDON, LEE | MANAGING DIRECTOR | Na | yes | 04/2018 | Mar 31, 2021 | Jun 4, 2024 |
| JENKINS, WALTER W | MANAGING DIRECTOR | Na | yes | 02/2022 | Mar 31, 2022 | Jun 4, 2024 |
| KNISLEY, CHRISTOPHER, JOHN | Member | F | yes | 07/2012 | Mar 30, 2018 | Jun 4, 2024 |
| KNISLEY, CHRISTOPHER, JOHN | PRESIDENT, MANAGING PARTNER | Na | yes | 07/2012 | Mar 30, 2018 | Jun 4, 2024 |
| LM PARTNERS LLC | Member | C | yes | 07/2012 | Mar 31, 2021 | Jun 4, 2024 |
| MCINERNEY, MARK, JEFFREY | Member | E | yes | 06/2012 | Mar 30, 2018 | Jun 4, 2024 |
| MCINERNEY, MARK, JEFFREY | MANAGING PARTNER | Na | yes | 07/2012 | Mar 30, 2018 | Jun 4, 2024 |
| SILVESTRI, MATTHEW, CHARLES | CONTROLLER AND COMPLIANCE DIRECTOR | Na | yes | 03/2021 | Mar 31, 2021 | Jun 4, 2024 |
| STRANDBERG, STEVEN, F (MI ONLY) | MANAGING PARTNER | Na | yes | 07/2012 | Mar 30, 2018 | Jun 4, 2024 |
| STRANDBERG, STEVEN, F (MI ONLY) | Member | E | yes | 06/2012 | Mar 30, 2018 | Jun 4, 2024 |
| TALLAC PARTNERS LLC | Member | C | yes | 07/2012 | Mar 31, 2021 | Jun 4, 2024 |
| ADAMCZYK, DENISE, MARIE | CHIEF COMPLIANCE OFFICER | Na | no | 12/2023 | Dec 21, 2023 | Jun 4, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ALBANY ROAD REF II MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| ALBANY ROAD REF III MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| ALBANY ROAD SOF MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Nashville | Tn | United States | 4 | no |
| SAN FRANCISCO | CA | United States | 3 | no |
| Dallas | TX | United States | 2 | no |
| Centennial | Co | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $1.2B | $1.2B | 25 | 15 | 3 | n/a | n/a |
| 2024 | Mar 28, 2025 | $1.1B | $1.1B | 26 | 15 | 3 | 1 | n/a |
| 2023 | Mar 26, 2024 | $1.0B | $1.0B | 26 | 16 | 4 | 1 | $63.6M |
| 2022 | Mar 29, 2023 | $330M | $330M | 25 | 17 | 4 | 1 | $9.9M |
| 2021 | Mar 31, 2022 | $378M | $378M | 24 | 17 | 4 | 2 | $24.2M |
| 2020 | Mar 31, 2021 | $403M | $403M | 24 | 15 | 3 | 1 | $11.8M |
| 2019 | Mar 30, 2020 | $173M | $173M | 21 | 13 | 3 | n/a | n/a |
| 2018 | Mar 29, 2019 | $419M | $419M | 19 | 13 | 4 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.2B | $1.1B | 16.2% | $330M | 55.8% | 25 | 26 | 3 | 3 |