DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Realterm
Legal name Realterm Transportation LLC
Latest filing May 6, 2026
First filing on the tape Jul 21, 2023 · 7 filings
SEC status approved since Aug 21, 2023
RAUM
$11B
reported, Item 5.F
Discretionary
81%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
265
109 advisory (5.B.1)
Offices
16
beyond the principal office
Private funds
13
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$11B as of May 6, 2026
Mar 28, 2024$9.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 6, 2026
Mar 28, 20240 then
Employees (5.A)265 as of May 6, 2026
Mar 28, 2024228 then
Private funds13 as of May 6, 2026
Mar 28, 202410 then
RAUM +8.6% over the last fiscal yearIARs 0 to 0offices 15 to 16
Practice profile
derived from the filing of May 6, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $679MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 81%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived17 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$11B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 16reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Realterm Logistics Income Fund, LP | Real Estate Fund | $3.9B | 18 | Jul 21, 2023 |
| Realterm Airport Logistics Properties, LP | Real Estate Fund | $1.8B | 14 | Jul 21, 2023 |
| Realterm Logistics Fund IV, LP | Real Estate Fund | $779M | 43 | Jul 21, 2023 |
| Realterm Logistics Fund III, LP | Real Estate Fund | $738M | 27 | Jul 21, 2023 |
| Rlif Co-Investment Fund I, L.P. | Real Estate Fund | $566M | 7 | Jul 21, 2023 |
| Realterm Logistics Income Qfpf Fund, LP | Real Estate Fund | $415M | 3 | Jul 21, 2023 |
| Realterm Europe Logistics Fund, Scsp | Real Estate Fund | $375M | 4 | Jul 21, 2023 |
| Realterm Europe Logistics Income Fund, Scsp | Real Estate Fund | $334M | 6 | Jul 21, 2023 |
| Realterm Europe Logistics Fund II, Scsp | Real Estate Fund | $318M | 12 | Mar 28, 2024 |
| Realterm Europe Logistics Income Feeder Fund, Scsp | Real Estate Fund | $204M | 2 | Jul 21, 2023 |
| Rlf IV Feeder, LP | Real Estate Fund | $54.1M | 1 | Jul 21, 2023 |
| Realterm Logistics Fund II, L.P. | Real Estate Fund | $5.7M | 9 | Jul 21, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Amanda Battist · Chief Financial Officer Europecontrolsince 03/2012 · owns less than 5%
- Philip Edward Brickley · Managing Director And Fund Manager Rlf Seriescontrolsince 06/2011 · owns less than 5%
- John Cammett · Co-Chairman And Foundercontrolsince 04/1991 · owns 25% to 50%
- S Kenneth Code · Co-Chairman And Foundercontrolsince 04/1991 · owns 25% to 50%
- Robert Fordi · Chief Executive Officer And Chief Investment Officercontrolsince 07/1999 · owns 25% to 50%
- Radice Alberto Fossati · Managing Director And Fund Manager Relifcontrolsince 01/2022 · owns less than 5%
- William Wade Judge · Executive Vice Presidentcontrolsince 04/2020 · owns less than 5%
- Balazs Lados · Managing Director And Fund Manager Relfcontrolsince 08/2020 · owns less than 5%
- Gideon Peter Lesburg · Managing Director Capital Marketscontrolsince 01/2011 · owns less than 5%
- Stephen Panos · Managing Director And Fund Manager Rlifcontrolsince 08/2018 · owns less than 5%
- Roberta Paquin · Chief Financial Officer North America, And Global Accounting Officercontrolsince 11/2014 · owns less than 5%
- Duncan Pickett · President And Chief Operating Officercontrolsince 05/2018 · owns less than 5%
- David Rose · Managing Director And Fund Manager Ralpcontrolsince 09/2015 · owns less than 5%
- Saul Jason Rosenberg · Chief Compliance Officercontrolsince 05/2022 · owns less than 5%
- Toni Ryan · Fund Manager, Apaccontrolsince 09/2022 · owns less than 5%
- Aaron Sacks · Managing Director And General Counselcontrolsince 07/2013 · owns less than 5%
- C Paul Sisson · Managing Director And Head Of Credit Solutionscontrolsince 01/2023 · owns less than 5%
- Paul Underwood · Senior Managing Director, Fund Managementcontrolsince 01/2006 · owns less than 5%
- Bastian Van Halder · Managing Director, Apaccontrolsince 10/2021 · owns less than 5%
- Grayson Witmer · Managing Director Corporate Developmentcontrolsince 05/2012 · owns less than 5%
- John Cammett · Activecontrolsince 03/2019 · owns 25% to 50% of Realterm Holdings, LLC
- S Kenneth Code · Activecontrolsince 03/2019 · owns 25% to 50% of Realterm Holdings, LLC
- Robert Fordi · Activecontrolsince 08/2013 · owns 25% to 50% of Rf Investco, LLC
Entity owners
- Realterm Holdings, LLC · Memberdirect · owns 50% to 75%
- Rf Investco, LLC · Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- Ral Gp, LLCpooled vehicle sponsorn
- Realterm Europe Gp S.A.R.L.pooled vehicle sponsorn
- Realterm Gp II, LLCpooled vehicle sponsorn
- Realterm Gp III, LLCpooled vehicle sponsorn
- Realterm Gp IV, LLCpooled vehicle sponsorn
- Relf II Gp, S.A.R.L.pooled vehicle sponsorn
- Relif Gp S.A.R.L.pooled vehicle sponsorn
- Rlif Gp, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Amsterdam, Netherlands11 employees
- Chicago, IL11 employees
- New York, NY8 employees
- El Segundo, CA7 employees
- Sydney, Australia4 employees
- Singapore, Singapore3 employees
- Washington, DC2 employees
- Baltimore, MD2 employees
- Dorval Qc, Canada2 employees
- London, United Kingdom2 employees
- Humble, TX1 employees
- Ft Lauderdale, FL1 employees
- Dallas, TX1 employees
- Mississauga, On, Canada
What changed
consecutive filings, newest first
- Accounts · 14 to 16May 19, 2025 to Mar 30, 2026
- Advisory employees · 106 to 109May 19, 2025 to Mar 30, 2026
- Pooled vehicle clients · 14 to 16May 19, 2025 to Mar 30, 2026
- Employees · 256 to 265May 19, 2025 to Mar 30, 2026
- Other offices · 15 to 16May 19, 2025 to Mar 30, 2026
- Private funds · 11 to 13May 19, 2025 to Mar 30, 2026
- Discretionary RAUM · $8.0B to $8.8BMay 19, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $2.0B to $2.1BMay 19, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $10B to $11BMay 19, 2025 to Mar 30, 2026
- RAUM · $10B to $11BMay 19, 2025 to Mar 30, 2026
- Financial planning clients · 0 to 0Mar 28, 2025 to May 19, 2025
- Accounts · 13 to 14May 1, 2024 to Mar 28, 2025
- Advisory employees · 87 to 106May 1, 2024 to Mar 28, 2025
- Pooled vehicle clients · 13 to 14May 1, 2024 to Mar 28, 2025
- Employees · 228 to 256May 1, 2024 to Mar 28, 2025
- Other offices · 14 to 15May 1, 2024 to Mar 28, 2025
- Private funds · 10 to 11May 1, 2024 to Mar 28, 2025
- Discretionary RAUM · $7.4B to $8.0BMay 1, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $1.8B to $2.0BMay 1, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $9.2B to $10BMay 1, 2024 to Mar 28, 2025
- RAUM · $9.2B to $10BMay 1, 2024 to Mar 28, 2025
- Discretionary RAUM · $7.4B to $7.4BMar 28, 2024 to May 1, 2024
- Pooled vehicle RAUM · $9.2B to $9.2BMar 28, 2024 to May 1, 2024
- RAUM · $9.2B to $9.2BMar 28, 2024 to May 1, 2024
- Accounts · 11 to 13Jul 21, 2023 to Mar 28, 2024
- Advisory employees · 67 to 87Jul 21, 2023 to Mar 28, 2024
- Pooled vehicle clients · 11 to 13Jul 21, 2023 to Mar 28, 2024
- Assets in custody · $7.7B to $0Jul 21, 2023 to Mar 28, 2024
- Employees · 212 to 228Jul 21, 2023 to Mar 28, 2024
- Other offices · 12 to 14Jul 21, 2023 to Mar 28, 2024
- Private funds · 11 to 10Jul 21, 2023 to Mar 28, 2024
- Discretionary RAUM · $6.8B to $7.4BJul 21, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $1.8B to $1.8BJul 21, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $8.6B to $9.2BJul 21, 2023 to Mar 28, 2024
- RAUM · $8.6B to $9.2BJul 21, 2023 to Mar 28, 2024
Signals
1 dated events
- Realterm filed its initial SEC registration (Form ADV)Jul 21, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/realtermreportedpublic record, Form ADV, Sep 17, 2026
- Website
- realterm.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 410-280-1100reportedpublic record, Form ADV, May 6, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Realterm is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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