SourcingSourcing

ALBANY ROAD INVESTMENT ADVISERS, LLC

C25
CRD 290302·SEC 801-113074·DEDHAM, MA
AUM
$1.25B
$1B+
Est. Revenue
$12.5M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALBANY ROAD INVESTMENT ADVISERS, LLC
CRD
290302
SEC file #
801-113074
EIN
—
DBA names
Albany Road Real Estate Partners, Llc

Economics

AUM
$1.25B
AUM band
$1B+
AUM trajectory
'20'26
$418.8M → $1.25B▲ +197%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
25
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
13 advisors → 15 advisors▲ +15%
Primary office
DEDHAM MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/albany-road-real-estate-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALBANY ROAD REAL ESTATE PARTNERS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
15
Control Persons
ALBANY ROAD REAL ESTATE PARTNERS
BURKE, JEFFREY, MICHAEL
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
E*trade4
State Street1
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (13)

13
BURKE, JEFFREY, MICHAEL
Executive Officer · 2.5%
7084971
CLARK NEWTON CALLANDER
Executive Officer · 2.5%
1584970
COLBERT, LUKE, WADE
Executive Officer · 2.5%
8244857
EGAN, JOHN, MERRICK
Executive Officer · 2.5%
6866413
FORESMAN, JEFFREY, ROBERT
Executive Officer · 2.5%
7352979
HOAG, BRANDON, LEE
Executive Officer · 2.5%
4856060
KNISLEY, CHRISTOPHER, JOHN
Executive Officer · 2.5%
1640318
MARK JEFFREY MCINERNEY
Executive Officer · 2.5%
1791695
RICKER, JASON, BENEDICT
Executive Officer · 2.5%
8067161
SAVONEN, TYLER, DOUGLAS
Executive Officer · 2.5%
8244419
SILVESTRI, MATTHEW, CHARLES
Executive Officer · 2.5%
7306431
STRANDBERG, STEVEN, F (MI ONLY)
Executive Officer · 2.5%
863140
ADAMCZYK, DENISE, MARIE
Executive Officer · 2.5%
2859934