SourcingSourcing

DLJ REAL ESTATE CAPITAL PARTNERS, LLC

C46
CRD 106238·SEC 801-50763·NEW YORK, NY
AUM
$673.0M
$500M-$1B
Est. Revenue
$6.7M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DLJ REAL ESTATE CAPITAL PARTNERS, LLC
CRD
106238
SEC file #
801-50763
EIN
000000000
DBA names
—

Economics

AUM
$673.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$2.14B → $673.0M▼ -69%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
8
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
12 advisors → 8 advisors▼ -33%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
dljrecp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DLJ REAL ESTATE CAPITAL
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
DLJ REAL ESTATE CAPITAL
DLJ RECP MANAGEMENT, L.P.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DLJRECP.COM
Rdap Domain Creation Date
2007-02-16T14:07:19Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001582407
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2013-07-24
Edgar Last Filing Date
2014-11-14
Edgar Form D Count
3
Edgar Form D Offerings
2014-11-142014-11-14 · 0001012975-14-000735
2013-11-142013-11-14 · 0001012975-13-000519

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan12
E*trade4
Edgar Addresses
Mailing
C/O DLJ REAL ESTATE CAPITAL PARTNERS,LLC590 MADISON AVENUE, 8TH FLOORNEW YORK, NY 10022
Business
C/O DLJ REAL ESTATE CAPITAL PARTNERS,LLC590 MADISON AVENUE, 8TH FLOORNEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
D/A2014-11-14 · 0001012975-14-000735
D/A2013-11-14 · 0001012975-13-000519
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-16T14:07:19Z
Rdap Domain Last Changed
2024-12-18T08:08:44Z
Rdap Nameservers
Ns7.worldnic.comNs8.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
106238
Trust Company Affiliate
No

People (5)

5
DLJ REAL ESTATE CAPITAL
Direct Owner · 87.5%
106238
CLARKE, MARTIN, WARD
Executive Officer · 2.5%
4322107
FANELLE, CARMINE, DONATO
Executive Officer · 2.5%
2605123
RIFKIN, ANDREW, PAUL
Executive Officer · 2.5%
2088533
SCOTT, THOMAS, JOSEPH
Executive Officer · 2.5%
1702125