Cni Nre Advisors, LLC (Los Angeles)
Cni Nre Advisors, LLC is a related adviser based in Los Angeles. It manages $1.43 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Maryland, and New York.
Cni Nre Advisors provides 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.
Cni Nre Advisors: assets under management
The assets under management (AUM) of Cni Nre Advisors, LLC is $1.43 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Cni Nre Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Thomas Joseph Barrack serves?
The only and largest group of clients of Thomas Joseph Barrack is pooled investment vehicles with 1 clients and $1.43 billion of assets under management. Among the 10 most similar advisory firms, Cni Nre Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.43 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Cni Nre Advisors doesn't advise any private funds.
Careers at Cni Nre Advisors, LLC
The company employs 457 people that are either part- or full-time employees. 34 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas Joseph Barrack has been acting as President since 1 Aug 2017. Richard Brett Saltzman joined the executive team most recently as the President And Chief Executive Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Los Angeles
The principal office where Cni Nre Advisors, LLC performs its advisory services is located at 515 South Flower Street, Los Angeles, CA 90071, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-282-8820 or by fax 310-460-7956. The normal business hours are 7:00am to 7:00pm on Monday - Friday. You can find more information about the New York firm at clns.com.
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