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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

SITUSAMC REAL ESTATE VALUATION SERVICES, LLC

CRD 106747

WEST DES MOINES, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bbfe50bf-9f6d-a5bd-b6da-e80100ce1013

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Mar 12, 2012 to Mar 26, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 169
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
SEC number: 801-36840
CRD: 106747
Filings on the tape: 32
First filed: Mar 12, 2012
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, IA

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Franco, Michael	CHIEF EXECUTIVE OFFICE	Na	yes	07/2019	Mar 30, 2020	Mar 18, 2024
PORT-AUX-CHOIX PRIVATE INVESTMENTS, INC	SPONSOR MEMBER	C	yes	04/2020	Apr 13, 2020	Mar 18, 2024
SITUS GROUP HOLDINGS CORPORATION	SOLE MEMBER	E	yes	03/2015	May 5, 2015	Mar 18, 2024
SITUS GROUP LLC	SOLE MEMBER	E	yes	02/2014	Mar 31, 2014	Mar 18, 2024
SITUSAMC GROUP HOLDINGS, LP	Owner	E	yes	07/2019	Aug 8, 2019	Mar 18, 2024
SITUSAMC HOLDINGS CORPORATION	Owner	E	yes	07/2019	Aug 8, 2019	Mar 18, 2024
Wallace, Lisa, L	GENERAL COUNSEL, CHIEF RISK OFFICER, AND CHIEF COMPLIANCE OFFICER	Na	yes	04/2020	Mar 30, 2021	Mar 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Roseville	CA	United States	6	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$0	$0	169	2	0	n/a	n/a
2024	Mar 4, 2025	$0	$0	182	48	1	n/a	n/a
2023	Mar 18, 2024	n/a	n/a	198	50	1	n/a	n/a
2022	Mar 22, 2023	n/a	n/a	188	49	2	n/a	n/a
2021	Mar 29, 2022	n/a	n/a	154	45	2	n/a	n/a
2020	Mar 30, 2021	n/a	n/a	145	49	3	n/a	n/a
2019	Mar 30, 2020	n/a	n/a	126	38	3	n/a	n/a
2018	Mar 27, 2019	$0	$0	98	66	6	n/a	n/a
2017	Mar 23, 2018	$0	$0	64	40	2	n/a	n/a
2016	Mar 30, 2017	$0	$0	58	35	n/a	n/a	n/a
2015	Mar 30, 2016	$0	$0	61	35	n/a	n/a	n/a
2014	Mar 30, 2015	n/a	n/a	60	30	n/a	n/a	n/a
2013	Mar 31, 2014	n/a	n/a	60	30	n/a	n/a	n/a
2012	Feb 27, 2013	n/a	n/a	60	30	n/a	n/a	n/a
2011	Mar 12, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	$0	n/a	n/a	n/a	169	182	0	1

Relationships

Affiliated with (1)

← RANIERI PARTNERS ASSET MANAGEMENT LLCRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV

Controls (5)

← Wallace, Lisa, LOwnerGENERAL COUNSEL, CHIEF RISK OFFICER, AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2021 to Mar 18, 2024factForm ADV
← Franco, MichaelOwnerCHIEF EXECUTIVE OFFICE, ownership code NA, individual
Mar 30, 2020 to Mar 18, 2024factForm ADV
← PORT-AUX-CHOIX PRIVATE INVESTMENTS, INCOwnerSPONSOR MEMBER, ownership code C, foreign entity
Apr 13, 2020 to Mar 18, 2024factForm ADV
← SITUS GROUP HOLDINGS CORPORATIONOwnerSOLE MEMBER, ownership code E, domestic entity
May 5, 2015 to Mar 18, 2024factForm ADV
← SITUSAMC GROUP HOLDINGS, LPOwnerOWNER, ownership code E, domestic entity
Aug 8, 2019 to Mar 18, 2024factForm ADV

Dated events

Occurred
Mar 30, 2021
Control person joined
L Lisa Wallace (General Counsel, Chief Risk Officer, And Chief Compliance Officer) appeared on Schedule A of Situsamc Real Estate Valuation Services, Llc
Form ADVobserved 6 days ago
Occurred
Mar 30, 2021
Control person left
Paul Kenneth Riggs (President/Chief Compliance Officer) no longer on Schedule A of Situsamc Real Estate Valuation Services, Llc (listed 2021-01-29, absent 2021-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Control person joined
Michael Franco (Chief Executive Office) appeared on Schedule A of Situsamc Real Estate Valuation Services, Llc
Form ADVobserved 6 days ago
Occurred
Aug 22, 2014
Succession filed (Item 4)
Real Estate Research Corp reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bbfe50bf-9f6d-a5bd-b6da-e80100ce1013
First observed: Mar 12, 2012
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SITUSAMC REAL ESTATE VALUATION SERVICES, LLC

CRD 106747

WEST DES MOINES, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bbfe50bf-9f6d-a5bd-b6da-e80100ce1013

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Franco, Michael

CHIEF EXECUTIVE OFFICE

yes

07/2019

Mar 30, 2020

Mar 18, 2024

PORT-AUX-CHOIX PRIVATE INVESTMENTS, INC

SPONSOR MEMBER

yes

04/2020

Apr 13, 2020

Mar 18, 2024

SITUS GROUP HOLDINGS CORPORATION

SOLE MEMBER

yes

03/2015

May 5, 2015

Mar 18, 2024

SITUS GROUP LLC

SOLE MEMBER

yes

02/2014

Mar 31, 2014

Mar 18, 2024

SITUSAMC GROUP HOLDINGS, LP

Owner

yes

07/2019

Aug 8, 2019

Mar 18, 2024

SITUSAMC HOLDINGS CORPORATION

Owner

yes

07/2019

Aug 8, 2019

Mar 18, 2024

Wallace, Lisa, L

GENERAL COUNSEL, CHIEF RISK OFFICER, AND CHIEF COMPLIANCE OFFICER

yes

04/2020

Mar 30, 2021

Mar 18, 2024

City

State

Country

Employees

Also broker-dealer

Roseville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

169

n/a

2024

Mar 4, 2025

182

n/a

2023

Mar 18, 2024

n/a

198

n/a

2022

Mar 22, 2023

n/a

188

n/a

2021

Mar 29, 2022

n/a

154

n/a

2020

Mar 30, 2021

n/a

145

n/a

2019

Mar 30, 2020

n/a

126

n/a

2018

Mar 27, 2019

n/a

2017

Mar 23, 2018

n/a

2016

Mar 30, 2017

n/a

2015

Mar 30, 2016

n/a

2014

Mar 30, 2015

n/a

2013

Mar 31, 2014

n/a

2012

Feb 27, 2013

n/a

2011

Mar 12, 2012

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

n/a

169

182