Lend Lease Rosen Real Securities LLC is a large advisory firm based in Berkeley. It manages $2.89 billion of regulatory assets for 374 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Lend Lease Rosen Real Securities provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lend Lease Rosen Real Securities LLC is $2.89 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 105% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lend Lease Rosen Real Securities LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Anthony Torres has been acting as President since 1 Mar 1997. John D Allman joined the executive team most recently as the Management Committee.
The principal office where Lend Lease Rosen Real Securities LLC performs its advisory services is located at 1995 University Ave Suite 550, Berkeley, CA 94704, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 510-849-8360 or by fax 510-849-8369. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.lendleaserosen.com.